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Day: May 23, 2024

Beneficiary Designation Checklist

Beneficiary Designation Checklist

With a beneficiary designation on the account, there is no long wait and those funds become accessible to the person you list. This can alleviate a great deal of frustration in the period after your death, especially when all of your money is otherwise frozen. Our 4 point beneficiary designation checklist can help you ensure your assets are distributed according to your wishes after your death.

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Medicaid Planning Attorney | Boca Raton, FL | Call 561-955-8515

Now is the time.

Protect yourself and those you love.

At the Siegel Law Group, we help South Florida families, seniors, and their loved ones prepare for the future.

Whether you need to create or update your estate plan, are preparing for long-term care, have a loved one entering or in a nursing home, or need to develop a strategy for your business, we are here to assist you.

Take your first step by contacting us for a complimentary consultation today.

Estate Planning Checklist | Boca Raton, FL | Call 561-955-8515

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7 Steps to Make Sure Your Estate Plan is in Order

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