Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Knowing the rules may help you decide when to start benefits.