With so much going on in our busy lives, it can be difficult to take care of financial “housekeeping” chores, even though we realize their importance. An urgent task we encourage you to address promptly is to make sure your beneficiary designations are current for all your investments, insurance and financial-related accounts. We can make this process quick and easy for you.
Following are some reasons we stress the importance of reviewing designations and that we will review together during this webinar:
- If your beneficiary information is not current, in the event of your untimely passing your assets could be distributed to an unintended heir. This may be true even if you have an up-to-date will, as beneficiary designations often trump all other legal documents.
- Having proper designations in place may extend tax-related benefits and reduce the tax burden for your beneficiaries.
- Taking a small amount of time to update and verify your designations will ensure that your wishes are met, and will prevent your beneficiaries from bearing added stress due to legal complications.
Host: Craig Johlfs, CFP
Date and Time
Thu, Sep 28, 2023
5:00p - 6:00p MST