What is a tertiary beneficiary: Secure Your Legacy with a Tertiary Beneficiary Guide

Understanding Tertiary Beneficiaries: Your Financial Safety Net Securing your family's financial future often involves careful planning. A crucial, yet often overlooked, element is understanding tertiary beneficiaries. Simply put, a tertiary beneficiary is the third person in line to inherit your assets (like life insurance payouts or retirement funds) after your primary and secondary beneficiaries. Think of it as a robust backup plan, ensuring your wishes are fulfilled even in unforeseen circumstances....

February 17, 2025 · 4 min · 832 words · Anjanette Arellano