Ed Slott's Beneficiary Checklist

Ed Slott's Beneficiary Checklist

January 02, 2024

Along with tax planning, you should make sure your beneficiaries are up to date.. use this form to help you stay organized this year:

Beneficiary Checklist Form

Important Disclosures:

This information is not intended as authoritative guidance or tax advice. You should consult with your tax advisor for guidance on your specific situation. Make sure you are working with a qualified,
competent financial advisor for your beneficiary planning needs.

Ed Slott and Company is not affiliated with LPL Financial

Copyright © 2023 Ed Slott and Company, LLC.  Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.