Beneficiary Designations: The Fine Print Is Important
Feb 15, 2024
A beneficiary designation seems straightforward at first glance: Just fill out a form naming the people you wish to inherit your account in the event that you pass away.
Seems simple enough, right?
Nope! It’s not that easy at all.
What lurks in the background of beneficiary designations is some nuance that may result in unexpected outcomes.
