Aug. 28, 2018
Does My Will Override a Beneficiary Designation?
Enjoy this archived episode where Tom explains why if there is a conflict between a beneficiary designation on your bank account and what you say in your Will , the beneficiary designation wins. This also applies to other assets such as life...
Enjoy this archived episode where Tom explains why if there is a conflict between a beneficiary designation on your bank account and what you say in your Will , the beneficiary designation wins. This also applies to other assets such as life insurance, annuities, retirement accounts and jointly owned real estate.
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