Avoid Mistakes When Planning for Multiple Beneficiaries

  |   ,
share this post

When it comes to financial planning, you may wish to leave a legacy for your loved ones. Whether it’s naming your spouse as the sole beneficiary or including a list of loved ones, it’s important to properly list your beneficiaries if you intend to leave assets to multiple people.

Mistakes in beneficiary planning can lead to your heirs paying unnecessary taxes, which is why it’s crucial to avoid potential issues. To ensure that your beneficiaries are not left in a difficult situation, download the checklist “Avoid Mistakes When Planning for Multiple Beneficiaries in 5 Easy Steps” below.

If you would like to discuss your estate planning strategy further, please feel free to contact me. I’m Chris Robinson, Lead Advisor with RFG Wealth Advisory in Argyle, TX. Call our office today at 940-464-4104  to schedule a no-obligation visit.

 

 FREE DOWNLOAD 

Avoid Mistakes When Planning for Multiple Beneficiaries

“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.”

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through RFG Wealth Advisory, a registered Investment advisor and separate entity from LPL Financial.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Copyright © 2023 RFG Wealth Advisory. All Rights Reserved.