Creating an initial estate plan is only the first step in protecting yourself, your assets, and your loved ones.
Topics covered in this whitepaper include:
- Estate Planning Basics – What Is In Your Plan?
- Why Does Your Estate Plan Need Updating?
- When Should Your Estate Plan be Reviewed and Updated?
- Using Disclaimers to Achieve Client Goals - June 4, 2021
- Beneficiary Designations and the SECURE Act Basics - May 28, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021