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Austin: (512) 910-8977 | San Antonio: (210) 570-2458

Austin: (512) 910-8977 | San Antonio: (210) 570-2458

Beneficiary Designations: Know When (and How) to Use Them

Beneficiary Designations: Know When (and How) to Use Them

Beneficiary designations are an important part of the estate planning process, even though they are actually dealt with outside of the estate plan itself. A designated beneficiary is a person who inherits an asset—such as the balance of an individual retirement...