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A beneficiary designation is the description of the person or persons you want to receive a particular asset upon your death. You can use a beneficiary designation to establish how to distribute an asset you don’t want to include in a will or trust.

Understanding the two types of designations and how they work within your broader estate plan is very important to ensure your assets are handled according to your wishes.

In this video, we’ll go through important things like:
- Types of Beneficiary Designations;
- Who Can Be Named as a Beneficiary;
- What Assets are Payable or Transferrable upon Death;
- Four Mistakes to Avoid; and
- Other Ways to Transfer Assets.

Watch our video for more information about how to handle beneficiary designations, and when you’re done, head to the link above to read our resource article and gain access to a number of contracting resources and templates.

DISCLAIMER:
This video is strictly for educational purposes and is in no way intended to provide legal advice. We do not make any warranties about the completeness, reliability, and accuracy of this information. Any action you take upon the information on this video is strictly at your own risk, and we will not be liable for any losses and damages in connection with the use of our videos.

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0:00 We'll Discuss:
0:31 Types Of Beneficiary Designations:
0:55 Who Can Be Named As A Beneficiary:
1:39 3 Mistakes To Avoid:
2:21 Other Ways To Transfer Assets:
2:57 Where To Find Legal Documents Online:

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