09/09/2026
Is your estate plan up to date? Your beneficiary designations may be just as important as your will.
Life changes, marriage, divorce, the birth of a child, or the loss of a loved one can all impact who you want to receive your assets. But outdated beneficiary designations on retirement accounts, life insurance policies, annuities and other financial accounts could lead to unintended results.
Taking a few minutes to review your beneficiaries annually and after major life changes can help ensure your assets go where you intend.
Read our latest article to learn why reviewing your beneficiary designations should be an important part of your estate planning:
https://bhcbcpa.com/estate-planning-review-your-beneficiary-designations-regularly/