Estate Planning: Aligning Beneficiary Designations with Your Legacy Goals

Want to get in touch? Send us a text!Are your beneficiary designations in line with your legacy goals? Find out why a simple name on a form isn't enough as we navigate the complexities of estate planning and the importance of a well-thought-out will. Our latest Ditch the Suits podcast episode is your wake-up call at the start of the year to examine the fine print of your financial future, ensuring that your assets transfer seamlessly and your wishes are respected.We broach the sensitive topic...