Downs Law Firm, P.C.

Beneficiary Designations

Beneficiary designation

Are My Beneficiary Designations Trouble?

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.

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