Articles Posted in Beneficiary Designation

As the holiday season approaches, families gather to celebrate traditions and enjoy each other’s company. Amid the festivities, it is also a perfect time to address important matters with your family—specifically, your estate plan. While conversations about estate planning may not always be the jolliest, discussing it during the holidays can be practical and beneficial…

Getting your estate planning documents is the first step but it does not mean that the process is complete, you still need to make sure that all your assets are going to who you want to receive them.  The following things need to be done immediately after you have your Will in place in order…

Getting your estate planning documents is the first step but it does not mean that the process is complete, you still need to make sure that all your assets are flowing to the Trust.  The following things need to be done immediately after you have your Trust in place: If the steps listed above are…