Beneficiary Form Checklist
Marriage, divorce, birth and death are all significant experiences that alter our lives. While consumed by the emotions and obligatory tasks that trigger from these occasions, few people have “update beneficiary forms” at the top of their to-do list. However, maintaining current, accurate designated beneficiary forms is critical to fulfilling the legacy you worked so hard to build. Review and update your beneficiary forms annually to avoid oversight and eliminate confusion.
For professional assistance with your beneficiary forms, contact our office at 516-294-5287 to schedule a time for a visit.