Life can change in an instant. Milestones like getting married, the birth of a child, divorce, or the loss of a loved one are often filled with a whirlwind of emotions and responsibilities. During these moments, tasks like updating beneficiary forms rarely make it to the top of your to-do list. However, neglecting this crucial step can result in unintended consequences for your estate and loved ones. You must protect your legacy.
Your beneficiary designations are a critical piece of your financial plan. They ensure that your assets are distributed according to your wishes quickly, efficiently, and without unnecessary confusion. Overlooking them or failing to update them after major life changes can lead to costly mistakes and complications for those you care about most.
To help simplify this process, we’ve created the “Beneficiary Form Checklist”—a guide to ensure your beneficiary forms are up to date and your legacy is protected. Here are some key steps included in the checklist:
Neglecting to review and update these forms after major life events could leave your loved ones facing unintended delays, tax burdens, or even disputes over your assets. Take these steps today to ensure your wishes are honored and your legacy is preserved.
Download our “Beneficiary Form Checklist” below to get started and bring any questions you have to our next meeting.
Financial Success Doesn’t Happen by Chance.
Contact lead advisor Chris Robinson, ChFC, at our office, 940-464-4104, to schedule a time to discuss your beneficiary or investment questions or schedule a free virtual consultation here.
RFG Wealth Advisory in Argyle, Texas, is an independent, fee-only Registered Investment Advisor firm that always puts our client’s interests first. We have a transparent, simple fee structure that’s easy to understand. Your financial success and legacy deserve nothing less.
Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.
“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.
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