GOBankingRates works with many financial advertisers to showcase their products and services to our audiences.

These brands compensate us to advertise their products in ads across our site.

This compensation may impact how and where products appear on this site.

Senior Adult Couple Going Over Papers in Their Home with Agent.

Commitment to Our Readers

GOBankingRates' editorial team is committed to bringing you unbiased reviews and information.

you’re able to read more about oureditorial guidelinesand our products and servicesreview methodology.

But how exactly do you center them as you create your plan?

facebook sharing button

What are the key roles of beneficiaries in your ultimate plan?

GOBankingRates connected with some experts to learn more about the unique and central functionbeneficiaries play in estate planning.

According to Lindsay Graves, founding partner at theGraves Law Firm, this is very often the case.

twitter sharing button

However, you also have the option to leave your money with organizations and charities that reflect your values.

Graves said that choosing your beneficiaries can help you define what youd like your legacy to be.

For Graves, the decisions all come back to the legacy you want to create.

linkedin sharing button

More From GOBankingRates

Share This Article:

The Latest inMoney

email sharing button