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Daily Archives: August 6, 2017

Beneficiary designation

A Key Part of Your Estate Plan: The Beneficiary Designation

NewsletterBy Robert FlemingAugust 6, 20171 Comment

After you have signed your estate planning documents, you still have more work to do. Where will you keep original documents? Who will get copies? But here’s a topic that too often gets overlooked: the beneficiary designation. What is at issue Perhaps your will or trust directs that a particular bank account is to be…

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