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Why Is It Important to Designate a Beneficiary?

A question clients often ask is, “What happens to my assets when I die?

The answer to that popular question depends on what you do while you are alive.

When you die, your assets are essentially bulked into two general categories: (1) Non-Probate Assets; and (2) Probate Assets.

In order to determine if something is a non-probate or probate asset, you must look at the way in which the asset is owned.

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