Name Your Beneficiaries

Objectives

1. ◯Step 1List every retirement account, brokerage account and life insurance policy
2. ◯Step 2Log into each and check who is actually named
3. ◯Step 3Update anything that reflects an old marriage, an old address or a dead relative
4. ◯Step 4Name a contingent beneficiary as well as a primary
5. ◯Step 5Recheck after any birth, death, marriage or divorce