Beneficiary Designations: Pitfalls You Should Know About

What are the common pitfalls that happen when we name a beneficiary on an account?

Sumter County

8630 East County Road 466, Suite A
The Villages, FL 32162

Marion County

6035 SW 54th Street, Suite 200
Ocala, FL 34474

Citrus County

547 West Fort Island Trail, Suite H
Crystal River, FL 34429