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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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Rebecca Carter

In network coverage since August 18, 2026 · 1 story
Network coverage
Tax & estate planning

Beneficiary forms and titles trump the will

The will says who gets what. The beneficiary form says who actually gets it. When they disagree, the form wins.
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