AMJ Financial Blog

Beneficiary Checklist

After working your entire life to build a legacy, ensuring that your estate is handled properly once you’re gone should be a key consideration as you develop your retirement plan.

Beneficiary forms play a critical role in how your assets are handled, and if they are outdated or filled out incorrectly, your assets could be distributed in a way you didn’t intend.

Maintaining current forms, having additional copies, and determining the percentage each beneficiary will receive are just a few steps to ensure that your assets will be distributed properly.

To ensure your wishes are executed correctly, click here for the “Beneficiary Form Checklist.”

For professional assistance to review your beneficiary forms or to discuss essential estate planning strategies, please contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

 

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