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Tag Archives: beneficiary designations

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Avoid the Pitfalls of Designating Beneficiaries

Estate PlanningBy Michael MollenhauerOctober 1, 2021Leave a comment

Leaving property to your heirs should be fairly simple, you would think. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and retirement accounts, and you’re done.   If only things were that…

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