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Beneficiary forms

Why Are Beneficiary Forms Important?

POSTED ON: January 26, 2021 BY: Kyle Krull
Neither your last will nor your revocable trust supersedes your beneficiary forms. Do you have a retirement account? If yes, you have likely seen a beneficiary designation form. Retirement accounts are one of several types of assets passed to heirs through beneficiary designations. Many people simply fill out the form upon the creation of the […]
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