Don’t Disinherit Your Grandchildren: Beneficiary Form Risks

An older woman sits on the sofa with her grandson as they read a book together.

Retirement accounts often represent a substantial portion of a client’s estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate planning attorneys are familiar with the routine: The client names their spouse as the primary beneficiary and their children as contingent beneficiaries — focusing solely on the […]

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