If you’re like many, you’ve planned carefully so your loved ones will benefit should you die. But will they? My free attached guide 5 Potential Beneficiary Designation Pitfalls shows how to ensure they will.
Life changes, life death or divorce, can turn your well-intentioned dreams into a nightmare for those left behind. You can avoid that with regular reviews and by keeping your beneficiary designations up-to-date. You’ll find important tips in this free guide.
Get the facts you need to make sure your beneficiaries and your plan work together and are up-to-date.
Contact me to learn more.
This information is for educational purposes only and should not be considered specific tax, legal, investment of planning advice, which will only be provided on a personalized basis.
Did you know many beneficiaries are either dead or divorced?
September 10, 2021