Month: April 2018

#12 of 25 Common Estate Planning Mistakes – Designations

Failing to Update Beneficiary Designations Retirement accounts, life insurance and annuities all avoid probate with a designated beneficiary for each account. These beneficiary designations will override any contrary instructions in a will or trust. These accounts can represent a substantial portion of an estate and need to be coordinated with other aspects of your estate […]

#11 of 25 Common Estate Planning Mistakes – Digital Assets

Neglecting Your Digital Assets Increasingly, people are living more and more of their lives in the virtual / digital / online world. However, many estate plans fail to include directions regarding these digital assets. Many bank accounts, social media and email accounts are assets with financial or sentimental value which can only be accessed online. […]