Time to Check In?

Estate-planning clients! It’s always a good time for a quick check-in. (1) Have you updated your beneficiary designations for investment accounts, life insurance, and other beneficiary-designated accounts? If you purchased a revocable (living) trust, did you update your trust as your beneficiary (if that is what we planned)? If not, do your beneficiary-designations reflect your current wishes? (Think hard and remember all accounts!) This is one of the easiest things to forget (so easy, that yours truly discovered an errant designation in my own review today!), and can have a serious impact. (2) Are there any major life changes that might have affected your plan? We endeavor to draft so that

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(NC State Bar Registered Trade Name: The Anderson Law Firm)

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