A key part of estate planning is designating the beneficiaries for your finances and assets upon your death. It is your responsibility to name your beneficiaries, and if you fail to do so correctly – or not at all –… Read More
Posts Tagged ‘trust planning’
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Estate Plan Updates to Make in the New Year
If you’re like most people, you enjoy making New Year’s resolutions to start a new year with fresh, clear goals. There may be many things you wish to accomplish this year, and while the more exciting goals can be fun,… Read More