Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps
Who is a spouse beneficiary? A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisions). A spouse beneficiary has a number of unique options. Click here to read our current newsletter, The Nest Egg, for five easy steps to avoid avoid spousal mistakes.
- Do you have a family member, who is overseas, currently serving in the military, or as a missionary? We’d love to encourage them!
- How does Dollar Cost Averaging Work?
- Meet the Business Partners, Brian & Deanna
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