What Issues Should I Consider When Reviewing My Beneficiaries?

Beneficiary designations have an outsized amount of power for how little attention they usually get. On many accounts, they override the will entirely, which means an outdated form can quietly redirect an inheritance you never intended.

This is one of the fastest estate planning reviews to do, and one of the easiest to keep putting off, which is exactly why it's worth building into a regular check-in.