TABER Asset Management

When was the last time you reviewed your beneficiary designations?

Most business owners haven't looked at them since they opened the account, which could lead to probate and unnecessary taxes down the road.

It doesn't matter what your estate plan says if your retirement accounts are still pointing to the wrong people. Beneficiary designations override your will.

If you haven't reviewed your beneficiaries in the last two years, let's make sure everything aligns with your current intentions.