Keeping track of your beneficiaries might not be top of mind, but it’s more important than you think. Over the years, relationships change, families grow, and your financial goals evolve. Yet many people forget to review their beneficiary designations, which can lead to unintended consequences down the road.
Your current setup might not reflect your true intentions or align with your overall estate plan. That’s why it’s a good idea to take a fresh look. Use the checklist below to help ensure your beneficiary designations are up to date, equitable, and in line with your long-term goals.
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.