8 Key Tips for Managing Beneficiary Designations

This video from StraightLine discusses the importance of managing your beneficiary designations to avoid unnecessary expenses and complications. When it comes to securing your legacy, one of the most powerful yet often overlooked tools in estate planning is your beneficiary designations.

This video walks you through 8 key tips to help you ensure your beneficiary designations are current, aligned with your overall plan, and structured to protect your loved ones when it matters most.

Taking the time to effectively manage your beneficiary designations may seem like a small detail, but it is not. It may be the greatest gift you give your loved ones during one of the most challenging times of their lives.
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By ensuring your assets are aligned with your estate plan, kept up to date, and clearly designated, you can spare your family from unnecessary stress, delays, and expenses. It is a simple but meaningful act of love that protects your legacy and brings peace of mind to your loved ones when it is needed most.

​DISCLOSURE:
Information presented is for informational purposes only.   StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.  Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law.  For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.