Avoiding Non-Spouse Beneficiary Mistakes in 5 Easy Steps by Ed Slott & Company, LLC

May 18, 2026

Contact

Office: (908) 788-3636

Fax: (908) 237-2128

56 Main Street

Suite 3C

Flemington, NJ 08822

steve@BFGadvice.net

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, DE, DC, FL, GA, IL, KY, LA, MD, NV, NJ, NY, NC, PA, SC, TX and VA.