Does My Will Override a Beneficiary Designation?

Tuesday with Tom
28/08/2018 19 min
Does My Will Override a Beneficiary Designation?

Listen "Does My Will Override a Beneficiary Designation?"

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Episode Synopsis

Enjoy this archived episode where Tom explains why if there is a conflict between a beneficiary designation on your bank account and what you say in your Will , the beneficiary designation wins. This also applies to other assets such as life insurance, annuities, retirement accounts and jointly owned real estate.

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