Blog
May 16, 2023
How Does Retirement Impact Your Estate Plan
1. Update Beneficiary Designations: Retirement accounts, such as IRAs and 401(k)s, often have beneficiary designations that determine who will receive the assets…
May 2, 2023
Seven Considerations When Selecting a Fiduciary in My Estate Plan
Selecting the right fiduciary for your estate plan is a crucial decision that requires careful consideration. A fiduciary is someone who has…