Do you know who your beneficiaries are for your will, life insurance, and other assets?
Did you know that a will does not cover certain assets including life insurance payouts who's beneficiaries are covered in the policy, not a will usually. Therefore it is very important to meet with a good estate planner who knows the law in order to:
- Listen to your needs, desires, and goals
- Draft an Estate Plan for you to review that includes all aspects of your assets including your will, trusts, insurance policies, and others.
- Manage and track your estate plan throughout the years at regular intervals
- Alert you to changes in the law and recommend what to do with your estate plan on a regular basis. It is important that this professional understand, practice, and lead in the legal aspects of estate planning in order to maximize your estate plan.