EPISODE · Aug 26, 2026 · 4 MIN
Why Beneficiary Forms Beat Your Will
from Roots & Rights: Securing Tomorrow · host Roots & Rights: Securing Tomorrow
Learn why beneficiary designations on retirement accounts and life insurance policies can override even the best-drafted will or trust, and how forgotten forms can create heartbreaking family disputes. The episode also covers common traps like naming minors or your estate, plus a simple audit process to keep every account aligned with your estate plan.
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This episode is 4 minutes long.
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This episode was published on August 26, 2026.
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