A BNY MELLON COMPANY

Investor Education

Protecting Your Loved Ones

Developing a complete financial plan can be a difficult process if you have to do it by yourself. But, you are not alone. Dreyfus can help you every step of the way. 

We will work with you to create a complete plan that includes one component which is often overlooked — beneficiary planning.

Our comprehensive Beneficiary Planning Kit helps you organize your files and financial documents, making it easier on your heirs. The kit also includes valuable tips on estate planning, estate tax worksheets and managing duties as an executor.

The components of the kit are listed on this page, and can be printed. Or call us at 1-800-645-6561 and we can send the kit to you in the mail.

Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. Download a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.

This information is general in nature and is not intended to constitute tax or estate planning advice. Please consult your tax or estate planning advisor for more detailed information on these issues and for advice on your specific situation.