Does Your Will and Estate Planning Documents Need to Be Updated?

February 22, 2022 • Estate Planning

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

How to Make Beneficiary Designations Better

September 10, 2020 • Estate Planning

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

Per Stirpes or Per capita: Two Words Could Undo Your Entire Estate Plan

August 31, 2020 • Estate Planning

’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.

Tag: Contingent

Does Your Will and Estate Planning Documents Need to Be Updated?

How to Make Beneficiary Designations Better

Per Stirpes or Per capita: Two Words Could Undo Your Entire Estate Plan

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