Are Your Beneficiaries Correct?
This year one of our goals is to double check all of your beneficiaries for you. During tax season we had two different events where the people were our tax clients but not our investment clients. First a husband and father of a little girl was killed in a car accident. He had started his job prior to being married and had listed his mother as his primary beneficiary. Unfortunately his mother kept the life insurance proceeds and is not giving them to her daughter-in-law and grandchild. The second involved an ex-wife receiving the proceeds. Please set up a beneficiary review!
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