WrapManager's Wealth Management Blog
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Understanding Beneficiary Designations: 10 Things Everyone Should Know

Posted by Gabriel Burczyk | CEO
June 6, 2012

Most of us think of our estate plan as our will or living trust. However, in many cases, those documents have no effect on some of your most important assets. Instead, your beneficiary designations control who will receive those assets. Always keep these important considerations in mind regarding your beneficiary designations.