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Posts Tagged ‘per stirpes vs per capita’

Keeping Your Beneficiaries Up to Date

By brandykemp | May 18, 2025 | 0
Couple updating beneficiary designations on a laptop at home

Naming primary and secondary beneficiaries for life insurance policies, annuities and retirement accounts is one of the easiest and most effective estate planning moves you can make. Here’s why it’s important to make changes as needed to keep these details current. Marriage, Divorce, Kids and More Checking your beneficiaries on a regular basis (even annually…

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