When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary, while others have a list of loved ones they wish to include. If you intend to leave IRA assets to multiple people, having them listed properly as beneficiaries is essential.

Beneficiary planning mistakes can result in your heirs paying unnecessary taxes. To avoid leaving your beneficiaries in a messy situation, download “Planning for Multiple Beneficiaries in 5 Easy Steps.”

To further discuss your estate planning strategy, contact our office to schedule a time for a visit.