Dear Clients and Prospective Clients
Life changes quickly: marriage, divorce, a new child or grandchild, or the passing of a loved one. Amid those transitions, it’s easy to forget one critical detail: updating your beneficiary forms.
Keeping them current ensures your assets are passed according to your wishes, avoiding confusion or delays for your loved ones.
Download our “Beneficiary Form Checklist” to review your accounts and make sure everything is in order.
Need help reviewing your forms or aligning them with your estate plan? Call our office at (401) 885-5787 to schedule a visit.