Have Your Beneficiaries Been Reviewed Lately?
There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.
Living Trust Timely Updates to Act Now
The Fall Season is traditionally when clients finally take care of their Living Trust and estate plan. There isn’t anyone who hasn’t thought of taking care of this critical business. But there always seems to be something more important to do. Hopefully, this update gives you some valuable information and an incentive.