Who can you legally name as a beneficiary in Oklahoma, and what mistakes could cost your heirs? This episode covers how designations override wills, why naming minors gets complicated, and the pitfalls that send assets to unintended heirs. To learn more, visit https://www.meliagroup.com/about/
[happy] Welcome back, everyone. Today we're digging into something that touches every estate plan in Oklahoma but often gets overlooked until, well, it's too late. Beneficiary designations. You know, [thoughtful] who can you actually name, and what do you need to know before you fill out those forms? I'm joined by someone who works with Oklahoma families on these issues every day. Thanks for being here. Melia Advisory Group City: Tulsa Address: 5424 S Memorial Dr Website: https://www.meliagroup.com/