08/25/2026
Beneficiary designations play a critical role in estate planning, yet they are often overlooked. These designations determine who receives funds from accounts like life insurance and retirement plans, and they can override what is written in a will.
We regularly help individuals and families review their estate planning documents to ensure everything works together as intended. Keeping your beneficiary designations aligned with your overall legal plan is essential, especially after major life changes.
If it has been a while since you reviewed your designations, or if your circumstances have changed, our office is here to help guide you through the process.