401(k)

Serving Clients in Plymouth and Barnstable Counties

know about beneficiaries Estate Planning

What Should I Know about Beneficiaries?

Whenever you open a financial account, you?re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you?ve purchased life insurance, for example, you name a beneficiary, who receives the benefits of the policy when you pass.

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