“Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure your beneficiary designations are consistent with the rest of your estate plan. You have worked hard to create your estate plan. Make sure…
Estate Planning in Every Stage of Life
No matter what stage of life you are in, there are estate planning items to consider. Here’s a good breakdown for many of the stages you may experience: Estate planning considerations for every stage of life
Planning for Your Pets
“Now if all you have is a pet, you can probably stop reading here. On the other hand, if your pet is family, you should consider adding them to the estate plan. Now, I’m not suggesting that you leave a pile of money to Whiskers, but there are still things…
Review Your Estate Plan Often
Some people consider estate planning “one and done” but there are compelling reasons to take a look at your estate plan often and update as needed.“A person’s estate plan should grow with them over time. If you haven’t looked at your will in a long time, it’s time to take…