08/25/2026
Beneficiary designations are a critical, yet often overlooked, part of estate planning. These designations control who receives assets from accounts like life insurance, retirement plans, and payable-on-death accounts—and they can override what is written in your will.
If your designations are outdated or inconsistent with your estate plan, it can lead to unintended outcomes for your family.
I regularly help clients review and align their beneficiary designations with their overall estate planning goals, ensuring everything works together as intended.
When was the last time you reviewed yours?
If you would like guidance, contact my office to schedule a consultation.