Contrary to popular belief, you cannot change the beneficiary by naming someone new in your will or a trust.
Life can get hectic, we know, and the to-do list seems to be endlessly growing. One item that is easy to forget but vitally important, is having up-to-date beneficiaries for your IRA and other retirement plan assets. Designating beneficiaries is vital to protecting your loved ones in the event of your passing.
2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339
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