Typical Beneficiary Designation Mistakes 
				 
				 
			 
				 
				 
			 
				 
				 
				 
				 
					 
				 
				 
				 
				 
				 
				 
				 
				 
				 
				 
 
			 
				 
				 
				Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over the instructions in your last will and testament. There can always be unintended consequences. In this podcast episode, we look at some common mistakes people make when they designate a beneficiary. 
			 
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Protecting the Spouse of a Client Needing Long-Term Care

SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.