Set It and Forgot It? Beneficiary Designations Often Get Missed
Beneficiary designations are easy to set and just as easy to forget. Once they’re in place, many people assume they’ll automatically stay aligned with the rest of their estate plan. In reality, these designations are one of the most common places where plans quietly fall out of sync. Life changes, accounts evolve, and years go […]
New Year, New Responsibilities: When It’s Time to Update Your Estate Plan
The start of a new year often brings a natural pause—a moment to reflect on what feels settled and what may need a second look. While the end of the year is a great time to get organized, January invites a slightly different question: does your estate plan still reflect your life as it is […]