In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are distributed according to your wishes after your passing. However, the process doesn’t end with simply naming beneficiaries; it’s equally important to keep these designations up to date.

During filing season, the IRS sends out millions of notices, often leaving taxpayers confused, stressed, and scrambling for answers. But here’s the good news: an IRS letter doesn’t have to spell disaster.