The Top 7 Questions for an Effective Beneficiary Audit
Jul 27, 2015
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
As boomers age, the question of who inherits the assets becomes more important to both clients and advisors. A good beneficiary audit reassures clients that the right people will inherit the right accounts and that the applicable tax and investment issues are carefully considered.