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Beneficiary Financial Implications

Original Air Date: January 11th, 2017

Beneficiary Financial Implications

Category: Estate Planning

Laurie Siebert, CPA, CFP^®, AEP^®discusses: “Financial implications of being a beneficiary”

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Valley National Financial Advisors

Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org