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Services
Life Planning
Financial Planning
Investment Management
Retirement Planning
Advisory Services
Fee Schedule
Women’s Conversation Circles
Blog
About
Bio – Philip Weiss
Bio – Megan Kopka
Merger Announcement
Media
FAQ
Contact
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Step 3 – Plan for Longevity
Beneficiary Designation Checklist
Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.
View Checklist
Beneficiary Designations
First Name
*
Last Name
*
Email
*
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