The One Estate Planning Mistake That Could Cost Your Family Everything

Video Transcript

Most people don’t realize this, but the beneficiary designations on your retirement accounts can override your Will. That means one outdated form could send hundreds of thousands of dollars to the wrong person, and there’s no undo button once it happens. In this video, I break down why beneficiary designations matter so much, how they interact with your Will, and what steps you need to take to make sure your legacy is protected. If you’ve experienced major life changes like marriage, divorce, or the birth of a child, now is the time to review your forms. You can’t afford to leave this one unchecked.