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Beneficiary Designations

Reviewing documents

Reviewing Your Estate Plans – Make It a New Year’s Resolution

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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Updating Your Beneficiaries: Why It’s So Important

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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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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