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Understanding Beneficiary Designations: 10 Things Everyone Should Know

Posted by Gabriel Burczyk | Founder & 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.

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Gabriel Burczyk
Gabriel Burczyk,
Founder & CEO
Valerie De Vol
Valerie De Vol, IACCP®
Chief Operating Officer
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Seton McAndrews, CFP®
Vice President - Investments
Doug Hutchinson

Doug Hutchinson, CFA®
Director of Research and Trading
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Katie O'Connor
Director of Client Services
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