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Estate Planning

The Importance of Updating Your Beneficiaries

March 1, 2025

You've crafted an estate plan and think you're all set — but when was the last time you updated your beneficiaries on retirement accounts, life insurance, and payable-on-death accounts? Failing to do so can lead to unintended consequences and, in many cases, override your will.

A stale beneficiary form is one of the most common — and most avoidable — ways an estate plan quietly fails.

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