Here are some of the most common mistakes people make when designating life insurance beneficiaries: 1. Trying to designate beneficiaries in your Will. Naming beneficiaries in your Will does not override a properly executed beneficiary designation form. 2. Vague...
LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!