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"pdf

For professional assistance with your beneficiary forms, contact our office at (877) 714-2362 to schedule a time for a visit. 

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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

info@walterpardo.com

www.wealthfinancialpartners.com