Beneficiary Form Checklist

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 516-294-5287 to schedule a time for a visit.

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Disclaimer:

Any information provided on this blog is accurate and true to the best of our knowledge, but omissions, errors, and mistakes are a possibility. The information presented on this blog is for informational purposes only and should not be seen as financial advice. Consult with a financial professional before taking any sort of action on the information present in this blog. We reserve the right to change how we manage and run this blog and we may change the focus or content of this blog at any time.