Benjamin Franklin is credited with saying: “There are only two things certain in life: death and taxes.”
While estate taxes have become less of an issue over recent years due to changes in the IRS tax code, making sure your assets transition to your chosen beneficiaries is still key to a successful estate plan.
Are you aware that death beneficiary designations on your investments, life insurance policies and other assets will take precedence over carefully crafted wills and trusts?
Are you certain your current beneficiary designations will result in an orderly transition of your assets? We can help by providing:
Beneficiary designation reviews on all assets
Continual monitoring of your life events to ensure needed changes are implemented on a timely basis
We will work with your existing attorney, or we can refer you to an estate-planning attorney, coordinate the meetings, accompany you and follow up on all your estate planning needs such as:
