Madison, WI - Thurs Oct 28 - 11:30am CDT - ZOOM

Avoid the Top 10 Mistakes Made w/Beneficiary Designations
Atty Dera Johnsen-Tracy

Learn how to ensure your beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals.

Attendants will understand how beneficiary designations and ownership arrangements correlate with their other estate planning provisions, including those contained within wills and living trusts.

Attendants will also understand pitfalls to avoid, and when it may be inadvisable to name direct beneficiaries.