Jan 03, 2022
The beginning of a new year is an excellent time to review and update your estate plans. Doing this now will help to protect your family and your assets later.
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Jul 01, 2021
The beneficiary designations you put in place for assets like life insurance, IRAs, retirement plans, bank accounts, commercial annuities and brokerage accounts take precedence over any other form of legal documentation, including your will.
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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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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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