Veterans Make Rookie Mistakes Too!
June 10th, 2019
Tip of the week: Make sure your beneficiary designations are in line with your estate plan!
For example, if your young children are not getting immediate access to their inheritance, but the beneficiary designation on your life insurance names the kids as a direct beneficiary – you may be giving up the control that you wanted as part of your estate plan. Consider naming the trust as the beneficiary to make sure everything is pulling in the same direction!