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5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)

5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)

You have heard the common estate planner saying, “make sure your beneficiary designation forms are filled out!” Yet, one of the most critical and often overlooked aspects of the estate planning process is properly filling out a beneficiary designation form after creating an estate plan. Beneficiary designation forms are filled out for retirement accounts like 401(k)s, IRAs, and even pensions…

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