Do You Know Who Your Beneficiaries Are?
If you are unsure of the answer to this question, perhaps it is time for a beneficiary review. Having designated and up to date beneficiaries is an important part of any estate plan.
It’s prudent to review your beneficiary designations after a major life event such as retirement, marriage, divorce, birth, or adoption of a child.
Taking the time to ensure your legacy goals and wishes will have your desired outcome is essential for any financial and estate plan to accomplish your objectives.
It only takes a few moments to ensure your designations match your current wishes. Questions? Contact us at Affinity Investment Group, LLC and we can discuss your objectives and provide guidance on this very important issue.
IMPORTANT DISCLOSURE INFORMATION
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Affinity Investment Group, LLC (“Affinity”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Affinity. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Affinity is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Affinity’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.affinityinvestmentgroup.com. Please Note: Affinity does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Affinity’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are an Affinity client, please contact Affinity, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.