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Remember When You Named Your Girlfriend as a Beneficiary? He Didn't Either

William Ha Law is a digital first estate planning law firm based in Whittier, California in Los Angeles County offering services throughout the state.

As more Americans accumulate retirement assets, disputes over these funds are becoming more common due to lost, outdated, or incomplete beneficiary forms. Employee-benefits lawyers suggest that plans could improve informing participants about old paper designation forms, but the responsibility lies with account holders. Given how much money is now held in workplace retirement accounts, this will become a more common occurrence as people age, so it’s best practice to review these periodically, especially whenever there has been a major life change.

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