Thursday, July 31, 2025

Don’t Forget Your Beneficiaries


Your will doesn’t control everything. Life insurance, 401(k)s, IRAs, and even some bank accounts pass directly to the named beneficiary—regardless of what your will says.

That’s why reviewing and updating these designations after marriage is crucial. One forgotten form could unintentionally leave assets to someone from your past. It only takes a few minutes to check—but it can save years of stress down the road.

Update the fine print. Protect your future. Start your marriage right.

1361 Oliver Road
Fairfield, California 94534

By Phone: 707.428.9871
By Fax: 707.428.9873

By Email: btpfairfield@sbcglobal.net

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