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.
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.