Beneficiary Form Checklist

Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan for the future, 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.”

For professional assistance with your beneficiary forms, contact our office at 281-999-1283 to schedule a time for a visit.