how we plan / Managing your Legacy /

Selecting Beneficiaries

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A beneficiary is a person or legal entity (such as a charity) you select to receive your money, property, and other benefits after you die. Choosing your beneficiaries often requires thinking about who will need the most financial help when you are gone. The manner in which inheritances are structured can be dictated by tax or personal reasons — or both. You will need to choose beneficiaries for your will and/or trust, life insurance benefits, and retirement assets.

You generally will want to name primary and contingent beneficiaries for each asset and remember to update beneficiaries after important life events such as the birth of a child, death of a spouse, or divorce.

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Ask a question about Selecting Beneficiaries

Speak with our Estate Planning Advisor Judith Gordon, who joined the firm after a 35 year legal career in sophisticated estate and gift tax planning, charitable planning, and probate and trust administration.

B|O|S Recognition

B|O|S is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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