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Beneficiary ReviewThe availability and popularity of retirement plans have caused mostto hold a majority of wealth in the ...
Receive a personalized Beneficiary Review Report with real assetdistribution maps and a summary of your inheritance distri...
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Retirement or life insurance beneficiary review avoid costly mistake san jose california 408 854-1883

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Retirement or life insurance beneficiary review avoid costly mistake san jose california 408 854-1883

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Retirement or life insurance beneficiary review avoid costly mistake san jose california 408 854-1883

  1. 1. Beneficiary ReviewThe availability and popularity of retirement plans have caused mostto hold a majority of wealth in the form of retirement accounts or lifeinsurance. Despite a more financially educated public, many peopledo not understand how retirement assets are passed upon death, andrely on wills to control how all their assets pass. Upon death, lovedones are stricken to find retirement assets pass outside of the willand to the beneficiaries named in a beneficiary designation form.“Mistakes made when designating beneficiaries can be equallycostly and even tragic because they impair the ability … to protect,preserve and pass on assets to their heirs,” according to a recentInvestmentNews article,“about 80% of beneficiary forms … are either blank, outdated or notproperly filled in.” The most common mistakes made are accountsleft to deceased individuals and ex-spouses. It is imperative toupdate beneficiary forms following major life events, such as births,marriages, deaths and divorces.Few recognize the essential role of protecting their assets andensuring their assets pass to their loved ones as planned. Throughour valuable Beneficiary Review service, our team of CPAs and taxprofessionals help you properly position your beneficiarydesignations to present a lasting legacy.Key benefits to a beneficiary review: • Ensure your assets are appropriately designated • Provide a greater financial legacy to your heirs through advanced planning concepts, like Stretch IRA • Pass assets tax efficiently • Avoid the emotional, expensive and public legal process of probate
  2. 2. Receive a personalized Beneficiary Review Report with real assetdistribution maps and a summary of your inheritance distribution byindividual or appropriate party. We also pride ourselves on properlyeducating you on legacy preparation, planning concepts, and suitablestrategies to successfully transfer your retirement assets. We work tothoroughly understand your wishes and help you avoid costlymistakes.Contact Connie for List of CPA, Tax advisors and Living Trusts Lawyers inthe bayareaConnie Dello Buono , Financial Representative1708 Hallmark Lane San Jose California 95124CA Life Ins Lic 0G60621www.gradientfg.com408-854-1883motherhealth@gmail.com

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