Passing It On: Estate Planning for Families

šŸ’° Don't Overlook This Critical Estate Planning Step!


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Naming (and updating) beneficiaries on your financial accounts is essential to protecting your assets. In this episode, we explain why properly designated beneficiaries — on checking, savings, investment accounts, and life insurance — are a vital part of a complete estate plan. Learn how this simple step can save your loved ones time, money, and stress.

šŸ” California residents: Secure your family's future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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