Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid

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by Advice Chaser
by Advice Chaser

When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without probate include life insurance policies, retirement plans, and payable-on-death accounts. This webinar addresses the importance of naming a primary and contingent beneficiary, how to word beneficiary designations clearly, and when to use a trust instead. Erin Funderburk, an attorney specializing in estate planning, presents. With over a decade of experience in law, she has valuable insights about making the inheritance process as seamless as possible.

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