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352 | The DIY Financial Plan

ChooseFI

CHAPTER

How Do You Know if You Have Beneficiaries Dedicated?

The will is secondary to account titling and beneficiary designation. You have all these different accounts in your life, either your taxta brokers, your retirement accounts. There's p o d, payable on death, which is typically your bank accounts. And there's joint tenants with right of survivorship, which you'll typically see is j t w r o s. But i think a lot, especially in the fie community, we can kind of self fund, probably a o dental in vision.

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