Our Estate Planning Series rolls on with a focus on a particular type of "will substitute" - beneficiary designations. Since the SECURE Act passed in 2019, things have changed a great deal for beneficiaries of retirement accounts (IRA, 401(k)s, etc.). In this video, we detail those changes before we start to talk specifics in our next video.
For more information on other types of "will substitutes," visit https://hearsay.social/3CH3iAA.
