In this video, Robert Thomson lays out the importance of making the right beneficiary designations, and how to avoid some very common pitfalls.
If you enjoyed this video, you may want to read our new pamphlet, The 2020 Family Estate Plan Blueprint. The Blueprint lists the critical components of a basic Family Estate Plan, what each component does, and why it is a critical element of your Estate Plan.
You can get a free copy at this link.
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