Beneficiary Designations
Some accounts and policies transfer under beneficiary instructions rather than a will.
What to know
Review retirement accounts, life insurance, payable-on-death accounts and ownership arrangements after major life changes. Seek advice about taxes and special situations.
Practical next steps
- Identify your state and relevant documents.
- Write down the specific questions you need answered.
- Confirm applicable rules with official sources or a qualified professional.
- Keep copies of important documents and decisions.