As we approach Spring, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more.
Latest posts by Brandon McGee (see all)
- Lessons Learned From These Celebrity Estate Planning Mistakes - September 30, 2026
- Your Long-Term Care Solution: Medicaid Crisis Planning - September 23, 2026
- Choosing the Right Executor or Trustee: Key Considerations - September 16, 2026