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Change Beneficiary Form Alpha Insurance Company

Change Beneficiary Form Alpha Insurance Company

Use a Change Beneficiary Form Alpha Insurance Company template to make your document workflow more streamlined.

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Instructions and help about Change Beneficiary Form Alpha Insurance Company

hello and welcome to this week's edition of checks and balances tv today's program is entitled beware the beneficiary form naming the wrong people or failing to update those documents can create a mess for your heirs so let's find out what the mess could be and how to correct it so it doesn't happen to you and your family think your estate planning is done once you've gone to the trouble of making out a will well think again all your hard work can be undone with a stroke of a pin when you open a bank account brokerage account or retirement account increasingly investors have the option of naming beneficiaries directly on a wide range of financial products of course the appeal is when the account owner dies the assets go directly to the beneficiaries named on the accounts and bypassing the sometimes long and costly probate process but here's the problem because these beneficiary designations override your will they need to be carefully coo

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