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Beneficiary Designations

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Planning for the Future: Does Your Family Know Where Your Important Information Is?

Feb 25, 2021

Compiling personal information regarding your assets, advisors and key contacts can be a vital part of the estate planning process.

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Updating Your Estate Plans? Don’t Forget your Digital Assets.

Nov 30, 2020

If you already have a last will in place, but it doesn’t address your digital assets or appoint a digital executor, you can create a codicil that will allow you to add these important provisions.

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Updating Your Beneficiaries: Why It’s So Important

Nov 30, 2020

Dying without a will (intestate) can cause myriad expensive and stressful complications for your surviving loved ones because the laws of the state where you reside will determine how your property is distributed upon your death.

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