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The Importance of Beneficiaries
Major life changes like marriage, divorce, childbirth, or the death of a loved one make it essential to update your beneficiaries. Outdated designations can lead to legal disputes, delays, and unintended asset distribution. Keeping beneficiaries current ensures your estate plan remains effective, avoids probate, and protects your loved ones. Regular reviews align your wishes with your evolving life and financial goals.
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Beneficiaries
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