One of the most commonly overlooked aspects of financial planning is naming the proper beneficiaries. Most times, naming the proper beneficiary can help to bypass probate in the event of death. A key focus of ours at Redwood Financial is the importance of naming proper beneficiaries.
We will review all your accounts and make sure you have the proper beneficiaries listed. We will also review your beneficiary designations as time goes on to make sure that nothing is being overlooked.