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Orange City Estate Planning Blog

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary, who receives the benefits of the policy when you pass.

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What Is a Beneficiary and Why Do I Need One?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

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Watch Your Language: Equity Value

Domicile – the place a person calls “home” – can have a significant impact on Medicaid eligibility and what benefits are available to help with long-term care.

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Watch Your Language: Life Estate

Domicile – the place a person calls “home” – can have a significant impact on Medicaid eligibility and what benefits are available to help with long-term care.

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Watch Your Language: Domicile

Domicile – the place a person calls “home” – can have a significant impact on Medicaid eligibility and what benefits are available to help with long-term care.

Read More »
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