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What to Consider Before Changing Beneficiaries on Financial Accounts? | Los Angeles Divorce
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Manage episode 488171062 series 1001827
Content provided by divorce661 and Divorce Master Radio With Tim Blankenship. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by divorce661 and Divorce Master Radio With Tim Blankenship or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
👥 What to Consider Before Changing Beneficiaries on Financial Accounts? | Los Angeles Divorce 📄 After divorce, updating your beneficiaries is a crucial step to protect your assets—but timing and strategy matter. If you change things too soon or overlook key accounts, your ex could still legally inherit your money. Let’s walk through how to do it right. 📌 What You’ll Learn: ✔ When it’s legally safe to change your beneficiaries after divorce ✅ ✔ Which accounts to review: 401(k), IRA, life insurance, POD/TOD bank accounts 💼 ✔ Real client story: we helped someone correct a big mistake before it was too late 📍 ✔ Who to name if you have minor children (hint: a trust or trusted adult) 👨👩👧👦 ✔ Pro tip: some changes are restricted until the divorce is finalized due to ATROs ⚖️ 💡 Real Client Story: We helped a client who thought her ex was automatically removed from her life insurance. He wasn’t. With our help, she updated her beneficiaries and ensured her financial legacy was secure. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services With Full Post-Divorce Support 💼 ✔ Expert guidance on financial accounts and legal compliance 📋 ✔ 100% Remote Help Across California 🖥️ ✔ Protecting Your Assets—So They Go Where You Intend ✅ 📞 Not sure who’s listed as your beneficiary? Visit Divorce661.com for a FREE consultation—we’ll help you update everything the right way and avoid costly surprises. 💬 Have you updated your beneficiaries since your divorce? Let us know what you learned in the comments! #Divorce661, #BeneficiaryChanges, #DivorceHelp, #FlatFeeDivorce, #CaliforniaDivorce, #PostDivorceChecklist, #ProtectYourLegacy, #FinancialPlanningAfterDivorce, #DivorceMistakes, #EstatePlanning
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2095 episodes
MP3•Episode home
Manage episode 488171062 series 1001827
Content provided by divorce661 and Divorce Master Radio With Tim Blankenship. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by divorce661 and Divorce Master Radio With Tim Blankenship or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
👥 What to Consider Before Changing Beneficiaries on Financial Accounts? | Los Angeles Divorce 📄 After divorce, updating your beneficiaries is a crucial step to protect your assets—but timing and strategy matter. If you change things too soon or overlook key accounts, your ex could still legally inherit your money. Let’s walk through how to do it right. 📌 What You’ll Learn: ✔ When it’s legally safe to change your beneficiaries after divorce ✅ ✔ Which accounts to review: 401(k), IRA, life insurance, POD/TOD bank accounts 💼 ✔ Real client story: we helped someone correct a big mistake before it was too late 📍 ✔ Who to name if you have minor children (hint: a trust or trusted adult) 👨👩👧👦 ✔ Pro tip: some changes are restricted until the divorce is finalized due to ATROs ⚖️ 💡 Real Client Story: We helped a client who thought her ex was automatically removed from her life insurance. He wasn’t. With our help, she updated her beneficiaries and ensured her financial legacy was secure. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services With Full Post-Divorce Support 💼 ✔ Expert guidance on financial accounts and legal compliance 📋 ✔ 100% Remote Help Across California 🖥️ ✔ Protecting Your Assets—So They Go Where You Intend ✅ 📞 Not sure who’s listed as your beneficiary? Visit Divorce661.com for a FREE consultation—we’ll help you update everything the right way and avoid costly surprises. 💬 Have you updated your beneficiaries since your divorce? Let us know what you learned in the comments! #Divorce661, #BeneficiaryChanges, #DivorceHelp, #FlatFeeDivorce, #CaliforniaDivorce, #PostDivorceChecklist, #ProtectYourLegacy, #FinancialPlanningAfterDivorce, #DivorceMistakes, #EstatePlanning
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