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Beneficiary Designations

Wills set out the disposition desires for an individual’s probate assets.  An important part of many people’s estates, however, are non-probate assets.  Life insurance and retirement accounts are two of the most commons non-probate assets.  These assets will transfer upon a person’s death to the beneficiary named in the policy or plan.  Whenever you create […]

When should I review my estate planning documents?

For most people, reviewing their estate planning documents is something that should be done every 3-5 years.  However, if a significant life event occurs in the middle of one of these periods, it is probably wortwhile to take a look at your documents immediately.  A ‘significant life event’ can be one of any number of […]