The Beneficiary Check-Up

You spent the time getting your will just right. But did you know one little form can override the whole thing? This week we dig into beneficiary designations, the payable-on-death and transfer-on-death forms quietly sitting on your bank accounts, retirement plans, and life insurance, and why the name you scribbled down years ago beats whatever your will says. We walk through the mistakes that quietly cost families, including the ex-spouse who is somehow still listed, where all these forms like to hide, and a simple check-up you can knock out in about fifteen minutes this week. It is one of the smallest, most loving things you can do to make sure your money lands exactly where you want it to. https://www.myfsb.com/about-us/isnt-that-rich-podcast/index.html