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Beneficiary Designations: The Estate Planning Detail Executives Can't Afford to Miss
Cohen & Buckmann, P.C. 
Feb. 12, 2026 "In a recent dispute over a retirement plan beneficiary, the family members of a deceased employee were unable to remove his ex-spouse as the primary beneficiary of his account because he'd faxed the request to have his ex-spouse removed from his accounts to his employer's benefits center instead of following the required procedures to update his beneficiary designation.... It's an outcome that demonstrates how easily beneficiary designations can derail an otherwise thoughtful estate plan, especially for executives with significant assets in employer-sponsored plans." MORE >> |
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