For some people, leaving a legacy is as simple as naming their spouse as their sole beneficiary, but for many, there is a list of loved ones they want to include. Beneficiary planning can be tricky, and if you’re planning to leave your assets to more than one person, you need to ensure that you’re setting everything up correctly so your heirs can avoid paying unnecessary taxes.
To further discuss your estate planning strategy, contact RFG Wealth Advisory at 940-464-4104 to schedule a time for a visit.
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