The Importance of Updating Beneficiary Designations

General Business

September 28, 2011
by Pamela Branshaw, CPA, CEBS, Thomas Krieg, CPA, Robert Buss, Jr., CPA, CEBS

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Pamela Branshaw Pamela Branshaw, CPA, CEBS
Employee Benefits Services Leader

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Thomas Krieg Thomas Krieg, CPA
Partner

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Robert Buss, Jr. Robert Buss, Jr., CPA, CEBS
Executive Director of Benefit Services

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In the U.S. Supreme Court decision of Kennedy vs. Dupont on January 26, 2009, it reminds us that sometimes “whenever” never gets here, and the results can sometimes be tragic.

Most of us have more than enough to do. We’re on the go from early in the morning until well into the evening—six or seven days a week. Thus, it’s no surprise that we may let some important things slide. We know we need to get to them, but it seems like they can just as easily wait until tomorrow or the next day or... whenever.


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