💰 Don’t Overlook This Critical Estate Planning Step!

Passing It On: Estate Planning for Families
31/03/2025 2 min
💰 Don’t Overlook This Critical Estate Planning Step!

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Episode Synopsis

Naming (and updating) beneficiaries on your financial accounts is essential to protecting your assets. In this episode, we explain why properly designated beneficiaries — on checking, savings, investment accounts, and life insurance — are a vital part of a complete estate plan. Learn how this simple step can save your loved ones time, money, and stress. 🏡 California residents: Secure your family’s future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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Ghost Title, Real Trouble: Why Houses Left in a Grandparent’s Name Blow Up in Probate 25/07/2025
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