Beneficiary vs creating a Joint Account

Beneficiary vs creating a Joint Account

Beneficiary vs creating a Joint AccountMike Plume
Published on: 29/04/2026

Shortfalls of creating a Joint Bank Account, and why you should use a Beneficiary Designation

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POA changing Beneficiary

POA changing Beneficiary

POA changing BeneficiaryMike Plume
Published on: 29/04/2026

Explains if a POA can change a beneficiary

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Name a Beneficiary for all Investment Accounts

Name a Beneficiary for all Investment Accounts

Name a Beneficiary for all Investment AccountsMike Plume
Published on: 01/03/2024

This blog covers the importance of having a beneficiary named for all of your accounts, especially non-registered or open accounts. Banks cannot do this for non-registered accounts, only insurance companies are able to.

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