Video Tips: Secure Your Legacy – Why Updating Beneficiaries is Crucial

Watch this video to learn the importance of regularly updating the beneficiaries on your will, IRA, and insurance policies, ensuring your assets are distributed according to your intentions.

November 2, 2024

Is it time to review your beneficiaries? Life changes like marriage, divorce, or a new child can affect your wishes. Keep your legacy secure by updating your documents to reflect your current intent.

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