In this episode we discuss a multitide of topics:
- Describe who beneficiaries are and what accounts typically have them
- How often you should review beneficiaries
- Most Common Mistakes around naming beneficiaries
- How to assign beneficiaries to accounts that don't typically have them
- Should you share accounts with your child?
- How you should title and own Real Estate assets
As always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!
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