The Legacy Files: Episode 1 – The Forgotten Beneficiary

Episode Summary:Martha Reynolds spent a lifetime building a legacy for the people she loved. She had life insurance, organized documents, and every intention of taking care of her family. But when her loved ones gather at the attorney's office after her passing, they discover that one forgotten beneficiary designation changes everything.In this premiere episode of The Legacy Files, we explore a real-life estate planning scenario that highlights the importance of reviewing beneficiary forms and keeping your estate plan up to date. Stay until the end for a quick quiz and key lessons that could help protect your own family's future.