<ul> <li>The importance of naming beneficiaries.</li> <li>What happens if there are no beneficiaries listed.</li> <li>Why you should alert each beneficiary of being named on an account.</li> <li>Why it’s important to have updated contact information on file.</li> <li>Recommendations on how often you should update your beneficiary list.</li> <li>How beneficiaries work on your accounts relative to a Will or a Trust.</li> </ul>

The importance of naming beneficiaries. What happens if there are no beneficiaries listed. Why you should alert each beneficiary of being named on an account. Why it’s important to have updated contact information on file. Recommendations on how often you should update your beneficiary list. How beneficiaries work on your accounts relative to a Will or a Trust.

Episode 40: Reviewing Your Beneficiaries

Isaac discusses different aspects of financial planning.

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Episode 40: Reviewing Your Beneficiaries

Episode 40: Reviewing Your Beneficiaries