Ep. 35 What can happen if you don't keep your beneficiaries up to date?

27/04/2023 9 min Temporada 1 Episodio 35
Ep. 35 What can happen if you don't keep your beneficiaries up to date?

Listen "Ep. 35 What can happen if you don't keep your beneficiaries up to date?"

Episode Synopsis

What can happen if you don't keep your beneficiaries up to date? In this episode I explore two different scenarios of many possiblities that can happen if you don't keep your beneficiaries up to date and you don't have a will. We will talk about what happens if a person inherits property but doesn't put it in their name or what could happen to someone who dies with their parent and they were supposed to be a beneficiary of their parent's estate. Disclaimer: The information in this podcast is not meant to be tax, legal or investment advice.  Everyone's situation is different.  The purpose here is for you to consider your situation and get the advice and support you need so that unwanted consequences don't happen if something happens to you unexpectedly. If you would like to discuss your situation as it applies to this topic or any financial planning topic, please reach out to us at [email protected] or call 615-619-6919. For more information on Red Barn Financial please visit www.redbarnfinancial.com