1.
The first choice beneficiary elected by the account holder _____
2.
the backup beneficiary in case the primary beneficiary either predeceases the account owner, cannot be located, or declines the inheritance______
3.
the beneficiary of the beneficiary ____
4.
In most situations, f there is no beneficiary on file, LPL will default to the ______
5.
a Transfer on Death (TOD) allows an account holder to pass assets to other persons or entities without going through ______
6.
A ______ is a legal arrangement in which funds and assets are held.
7.
A ______ is a testamentary document outlining how the funds and assets of a person should be distributed upon their death.
8.
Someone may want a trust beneficiary because it offers ______
9.
Naming beneficiaries offer many important factors in estate planning including simplifying the settling of an ______
