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.


Beneficiary Form Checklist

“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.”

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

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