This is a comment I have heard from a number of clients over the past two months. Either people have passed away, gotten divorced, gotten married, or just want to make changes. All of these life-cycle events and personal desires to make change are easy to deal with, it is just a matter of a little bit of paperwork.

My question to you is: “when was the last time you reviewed your beneficiary designations on your accounts”? We have had clients that have received funds from former spouses that never changed who were listed as their beneficiaries after their divorce.

As the year ends, I beg you to please check who you have listed and make any changes necessary now.
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