The Dangers of a Missing Beneficiary Designation

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SML Planning Minute

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The Dangers of a Missing Beneficiary Designation Episode 100 - Many people are under the mistaken impression that when they die, their will is going to dictate where all their assets go. Not necessarily. Certain types of assets, such as a pension plan or life insurance, are normally allocated based upon your beneficiary designation. And not having a beneficiary designation, or failing to update it, can have disastrous consequences. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection