This checklist covers important factors a client needs to know when reviewing their beneficiaries.
Click the link below to access and download the full document.
What Issues Should I Consider When Reviewing My Beneficiaries?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.