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Fin Plan Apr 2014 - "The Importance of Reviewing/Updating a Will and Account Beneficiary Designations"

Fin Plan Apr 2014 - "The Importance of Reviewing/Updating a Will and Account Beneficiary Designations"

Fin Plan Apr 2014 - "The Importance of Reviewing/Updating a Will and Account Beneficiary Designations"

Excerpt


The Importance of Reviewing/Updating a Will and Account Beneficiary Designations


In his mid-twenties, Gary married a waitress named Tiffany. The marriage lasted only a couple of years, and then Gary went on to marry Jill, had two children – Caroline and Sarah – and became a partner at his architectural firm. At age 50, Gary passed away suddenly from heart failure while running a half marathon. Sarah was a junior in college and Caroline had moved back home after graduation while looking for a “real” job.



 


 


 



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