Thursday, Jul 02

Veterans Make Rookie Mistakes Too!

Here's your tip of the week from Helios Integrated Planning

Tip of the week: Make sure your beneficiary designations are in line with your estate plan!

For example, if your young children are not getting immediate access to their inheritance, but the beneficiary designation on your life insurance names the kids as a direct beneficiary – you may be giving up the control that you wanted as part of your estate plan.  Consider naming the trust as the beneficiary to make sure everything is pulling in the same direction!

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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