First comes love … then comes the beneficiary updates! Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan, but it is often also one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build.
To help ensure your assets are handled properly after your death, click here to download a “Beneficiary Form Checklist.” You can follow along on the show today, or simply call our office at 231-947-3992 for guidance from our advisors.