Encourage Clients to Revisit Account Titling and Beneficiary Designations
February 10, 2026
WealthManagement.com featured Susie McLane, CFP®’s article, “Encourage Clients to Revisit Account Titling and Beneficiary Designations,” in which she highlighted why overlooked details like ownership structure and beneficiary choices are crucial to ensuring an estate plan works as intended. Read the full article here.