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Do You Have Minor Children Listed as Beneficiary of your Accounts?

If you have minor children, never list them as direct beneficiaries on life insurance, retirement accounts, or bank accounts! Without proper planning, the court will appoint a guardian to manage their inheritance until they turn 18—and that person may not be who you’d choose. Instead, set up a remainder trust to protect their future and control how and when they receive their inheritance. Watch now to learn why this step is crucial!