Estate & Legacy Planning

Most people assume their will determines who receives their assets when they pass away. In many cases, that assumption is incorrect. One of the most common estate planning misunderstandings involves beneficiary designations. These simple forms often have more power than people realize. And when beneficiary designations are outdated or inconsistent with the rest of an…

When people think about estate planning, they often focus on wills and trusts. Those documents are important. But one of the most common estate planning mistakes has nothing to do with either one. It involves beneficiary designations. And unfortunately, many families don’t discover the mistake until after a loved one has passed away. By then,…