Posts Tagged 'Beneficiary Designations'

Five Clues That it’s Time to Update Your Estate Plan

Posted by:

Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides a sense of peace, satisfaction, and even pride. For others, the experience may be daunting as they come face-to-face with their own sense of mortality. In either situation, once the documents have been signed, clients tend to settle in with a sigh of relief, dust off their hands, and view their estate plan as ...

Continue Reading →