Beneficiary Designations: An Important Part Of Estate Planning
Passing It On: Estate Planning for Families · Michael Pevney
December 8, 20231m 40s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Beneficiary designations are an important part of estate planning. Don't forget about them. Make sure your ex spouse or your parents aren't. The people who are going to inherit your 401(k) if you want it to go to your spouse and or children, and or trust. Better yet, in some cases, make a living trust, a beneficiary. #onthisday #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty