However, if you’re not careful, missing or outdated beneficiary designations can easily 10 reasons why beneficiary designations are important | Local Business | argus-press.com Skip to main content ...

Instead, she says, the beneficiary designation or the terms of the IRA agreement makes that determination. Therefore, one should be aware which person or entity would inherit the money before ...

While wills and trusts are vital estate planning instruments, beneficiary designations can supersede them. Beneficiary designations often dictate the distribution of assets such as retirement ...

Furthermore, it should be emphasized that retirement accounts and life insurance policies pass by beneficiary designation form, overriding any will or trust document. The CPA financial planner’s ...