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.

Our team of professionals is here to help.

Planning to contribute to your grandchild’s future is wonderful. Choosing the right vehicle for making those contributions is complicated. If you or your loved one is looking for guidance, book a call with us today. To learn more about the Paces Ferry team check out our about page or our linked profiles.

Paces Ferry Wealth Management Team 529 plans and trusts

2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

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