As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more.
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- 5 Reasons to Include a Trust in Your Comprehensive Estate Plan - March 28, 2024
- Tax Avoidance Strategies to Consider in Your Estate Plan - March 27, 2024
- How Does Funding a Trust Work? - March 23, 2024