Should You Update Beneficiary Forms Now?

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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.

Download the “Beneficiary Form Checklist” to help ensure your assets are appropriately handled after death.

For professional assistance with your beneficiary forms, contact Chris Robinson with RFG Wealth Advisory in Argyle. Call Chris at 940-464-4104 to schedule a time for a visit.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with LPL Financial.

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Beneficiary Form Checklist

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Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

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