The Family Legacy Process™

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Account Beneficiaries: Why You Should Review Them Regularly

Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

When property is owned by only one person, they go into probate upon that person’s death. This is a costly, public, and time-consuming court...

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September 16, 2021

Douglas Davis

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Davis Law Group

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