Did you know that your designated beneficiary forms will trump any other estate planning documents you may have established? Maintaining current, accurate designated beneficiary forms may seem like an obvious task to complete as you plan for the future, but it is often also one of the most overlooked. Failing to properly update these forms can compromise the legacy you worked so hard to build.
To help ensure your assets are handled properly after your death, click here to download a "Beneficiary Form Checklist"
For professional assistance with your beneficiary forms, contact our office at (877) 714-2362 to schedule a time for a visit.
Click here to view our video course on Income Planning: http://wealthfinancialpartners.net/
For more IRA Expertise, contact us!
Walter F. Pardo, Founding Partner
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