What happens to your money when you pass away? Most people assume their will controls everything. It does not.

In this episode, Ray Godleski breaks down why beneficiary designations are often the most important, and most overlooked, part of an estate plan. One outdated form can send money to the wrong person, trigger unnecessary taxes, delay transfers for months, or accidentally disinherit someone you intended to protect.

You'll learn:

Why beneficiary forms often override your will and what that means for your estate plan
The six most common beneficiary mistakes families make and how to avoid them
When naming a trust as a beneficiary makes sense and when it creates a costly tax trap
Why trust tax brackets are punitive and how compressed they really are compared to individual rates
A simple checklist to review your beneficiary designations before it is too late

If you're within a few years of retirement and want clarity around your retirement plan, book a complimentary consultation to build a strategy tailored to you:

Book a Consultation: https://app.greminders.com/e/9bfdfdf70740f21a2e1cec4140dd884dd4ef6365

Tune in to make sure your estate plan actually works the way you intended.

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📧 info@SeWealthPartners.com

Questions welcome. Real answers given.

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