Who Should Be My Beneficiary?
Estate Planning Kevin Estes, CFP®, MBA | Founder | Scaled Finance Estate Planning Kevin Estes, CFP®, MBA | Founder | Scaled Finance

Who Should Be My Beneficiary?

It can be tough to choose a beneficiary for an account! There are many considerations. This article has three parts which may help you select your beneficiaries: 1. Importance of naming a beneficiary, 2. Primary and contingent beneficiaries, and 3. Account type considerations.

Read More