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.
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- Complete Asset List is the Starting Point - January 26, 2023
- What is a Lady Bird Deed? - January 25, 2023
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount - January 24, 2023
