ESTATE-PLANNING-LAW5 MIN READ
The Beneficiary Form Mismatch
Explain nonprobate priority clearly enough that a client acts on beneficiary updates.
Linda L Client reviewing her signed will 1 Name route 2 Show consequence 3 Assign action The misconception 20 sec Will-centered thinking Linda believes the will controls every asset because it says her three children share equally. The IRA beneficiary form points to one child and may control the account. $740K IRA balance 1 of 3 children named on form
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