The Importance of Designating Beneficiaries

Contrary to popular belief, you cannot change the beneficiary by naming someone new in your will or a trust.

The importance of designating beneficiaries whitepaper

Protect your loved ones and plan ahead

Life can get hectic, we know, and the to-do list seems to be endlessly growing. One item that is easy to forget but vitally important, is having up-to-date beneficiaries for your IRA and other retirement plan assets. Designating beneficiaries is vital to protecting your loved ones in the event of your passing.