We’ve all heard the horror stories from our neighbors and friends about their inheritance … or lack thereof. Oh sure, it was “understood” that so-and-so would receive “X” amount, but when it came time, it went to someone else. There is a tremendous amount of grief upon grief when this happens, because it feels like betrayal when we don’t get what was promised. Most of the time, it isn’t on purpose; it was a mistake on the part of the benefactor. And, most of the time, we believe that this will never happen to us.
Listen in to make certain that you have dotted the I’s and crossed the T’s on your beneficiary forms. If you’re the one on the receiving end, you’ll want to approach this topic gently, and we will teach you how.