For some people, leaving a legacy is as simple as naming their spouse as their sole beneficiary, but for many, there is a list of loved ones they want to include. Beneficiary planning can be tricky, and if you’re planning to leave your assets to more than one person, you need to ensure that you’re setting everything up correctly so that your heirs can avoid paying unnecessary taxes.

Learn more, click here to download “Planning for Multiple Beneficiaries in 5 Easy Steps.”pdf

To further discuss your estate planning strategy, contact our office at (877) 714-2362 to schedule a time for a visit.

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Walter F. Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008