Estate Planning New Years Resolution #1: Review Your Estate Plan

Are your ducks in a row to face the New Year? Here are a few things you should think about now…

• Are your beneficiary designations up to date? On your IRA’s, 401k’s, life insurance, and bank accounts? It is very important if…
  • You’ve been divorced or remarried
  • There was a death in your family
  • You’ve had a falling out with a family member

Make sure to check your insurance policies, retirement plans, bank accounts, deeds and titles.

Resolve to think about a Trust that might be more flexible and minimize family strife. 

Find out more about pre-planning by attending an educational seminar or webinar. See the schedule here or call 1-800-798-5297 to set up a complementary consultation.