Did you know your Will doesn’t control everything? These 4 assets bypass probate and go directly to your heirs via “contract”: 1. Life Insurance 2. Retirement Accounts (401k/IRA) 3. Transfer-on-Death (TOD) Deeds 4. Joint Ownership Accounts. If your beneficiaries on these accounts are outdated, it doesn’t matter what your Will says—the money goes to the person on the form. Review them today.
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