Planning Makes it Possible
Epsiode 13. The Most Powerful Single Page in your Financial Plan
The most powerful one page in your financial plan is your beneficiary designation form! Often dismissed as simply a required necessity to open an account, the single page beneficiary form is a critical part of ensuring your funds pass how, when and to whom you want. We talk about the use of a beneficiary and the various considerations one faces when using this for estate planning purposes and most common mistakes when it comes to beneficiaries.