Mistakes made on your beneficiary forms could prove costly for your loved ones or worse, cause your assets to be split in ways you never intended!

In today’s video, we are talking about 3 beneficiary designation mistakes. You’ll learn:
• Why you shouldn’t assume your will has you covered.
• The importance of walking through the beneficiary pathways and why you need to know the difference between per stirpes and per capita beneficiary designations.
• 4 Trigger events that should have you reviewing and updating your beneficiaries

Do you need help understanding your beneficiary forms? Schedule your 15-min. call and we can discuss it:

Thanks for watching!

Ashley Micciche, QPFC, CRPC
CEO, True North Retirement Advisors

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#BeneficiaryDesignation #InheritedIRA #BeneficiaryForm

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