As we approach the end of the year, 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 Michael O'Brien (see all)
- Updating Your Plan: Your Trust or Will - February 3, 2021
- It’s Better to Give, Especially This Year - January 27, 2021
- Updating Your Plan: Powers of Attorney - January 20, 2021
