Strategic Succession: Bridging Governance and Legacy
Why Beneficiary Designations Can Override the Plan
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Show notes
A carefully written estate plan can still produce the wrong outcome if the beneficiary forms and account titles tell a different story.
Episode 22 explores how retirement accounts, life insurance, transfer-on-death designations, joint ownership, and other account instructions can quietly redirect assets outside the intended estate plan. This episode explains why signing
the documents is only the beginning, and why beneficiaries, titles, trusts, insurance, and estate documents must be reviewed as one coordinated system.
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