Скачать или смотреть 5 Sneaky Accounts Missing Beneficiary Names

How many accounts do YOU have with beneficiary designations? If you said "2 or 3," you're probably missing half of them.

📋 THE COMPLETE LIST:
✅ 401(k) from current job
✅ Old 401(k)s rolled into IRAs
✅ Roth IRA
✅ Traditional IRA
✅ Work life insurance
✅ Personal life insurance policies
✅ Brokerage accounts (transfer-on-death)
✅ Bank accounts (payable-on-death)
✅ Annuities
✅ Pensions

That's 10+ accounts. And here's the kicker: according to Mills Wealth Advisors, these non-probate assets represent 70-80% of most people's total estate value.

That's THREE-QUARTERS of your money controlled by forms you probably filled out years ago and haven't touched since.

🚨 Every one of these needs to be correct and coordinated with your will 🚨
👉 Watch the full video: "Warning: Why Your Last Will and Testament Is Worthless (and How to Fix It)"
   • WARNING: Why Your Last Will and Testament ...  

In the main video, I give you the complete action plan:
✅ How to track down every beneficiary form
✅ What to do when you find outdated information
✅ How to coordinate everything with your will
✅ When to review and update them
✅ Special situations for blended families, special needs, and minors

📌 QUICK WINS FROM THIS SHORT:
✅ Non-probate assets = 70-80% of your estate
✅ Most people have 10+ beneficiary designations
✅ These forms override your will 100% of the time
✅ Action step: Contact each institution for written confirmation TODAY

More no-BS financial advice for Gen X & Boomers:
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Content Disclaimer: This video is for educational and entertainment purposes only. This is not legal or financial advice. Consult with a qualified estate planning attorney for your specific situation.
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