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Guide to Beneficiary Designations

Guide to Beneficiary Designations

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Chuck Roulet [email protected]

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Minnetonka Office 601 Carlson Pkwy, Suite 1010
Minnetonka, MN 55305 Phone: 763-420-5087 Office Hours: Monday - Friday, 9:00am - 5:00pm By Appointment Only Get Directions +

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Venice, FL 34285 Phone: 941-909-4644 Office Hours: Monday - Friday, 9:00am - 5:00pm By Appointment Only Get Directions +

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LEGAL ADVICE DISCLAIMER: The contents of this website are for educational purposes only and do not constitute legal advice and the information offered does not create an attorney client relationship. Any state or federal tax information or legal information contained in this communication (including attachments) was not intended as tax or legal advice, or as tax or legal opinions. Tax and legal advice must be based on your particular facts, circumstances, and applicable laws of your jurisdiction and requires the consultation with legal and tax advisers who have accepted your matter. If you would like such advice please contact us directly at (763) 420-5087 to be considered for acceptance as a client of the firm.

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