Latest / Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
What Happens to Your Money if You Die? 5 Beneficiary Mistakes That Could Cost Thousands - E35
Michael and Brady discuss one of the most overlooked but high-impact parts of your estate plan: your beneficiary designations. Even the most carefully written will can be overridden simply because the beneficiary forms were never updated. They break down the real-life consequences families face when designations are missing, outdated, or mismatched and explain how assets can pass through probate, trusts, or direct assignment. You’ll learn the five most common beneficiary mistakes, how to avoid them, and what steps to take this week to ensure your intentions are honored, your loved ones are…
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