05/28/2026
Naming a primary beneficiary is an important step, but it is not enough on its own. If that person is unable or unwilling to inherit your assets and no backup plan is in place, you risk:
🔹Assets ending up in probate.
🔹The distribution of assets not reflecting your wishes.
🔹Your plan lacking the flexibility life demands.
With this in mind, it can be a good idea to name alternative beneficiaries and include contingency clauses to keep your plan aligned and your assets protected, even when life changes.
If you are unsure whether your estate plan is flexible enough, now is a good time to review it. Contact us today at 770-685-9501