For example: You may have:
These often make up the bulk of what you’ll leave behind.
But here’s the problem:
✅ A Will says “everything goes to Tim.”
❌ But your 401(k) still names George, your life insurance still names Susan, and your IRA names Tim.
Result? Tim only gets the IRA. The Will is powerless here.
📌 Key Point: Beneficiary designations always override your Will or Trust.
💡 Action Step:
–
Govind Gopal,(925) 322 3131 Govind@GaleRanchNotary.com
Gale Ranch
Notary, Apostille and Financial
Services
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