To-Do Item for 2020: Beneficiary Reviews for Current Clients

Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and investors should periodically re-visit this information to make certain it still meets their needs. It’s not the most pleasant conversation topic,… Continue Reading To-Do Item for 2020: Beneficiary Reviews for Current Clients