As seasons change, our lives continue to evolve as well. Think about it – anything new?
Have you or a family member recently: married, had a baby, purchased a new home, divorced, retired, suffered a recent illness or had a loved one to die?
Keep your estate plan up-to date as your life changes. Review your beneficiary designations on your life insurance policies, bank accounts, 401Ks, retirement accounts and other assets.
Make sure your wishes are reflected and the beneficiaries are listed (percentages/amounts) and named as you’d like.
For a refresher this Spring, take a look at the – 7 Keys of Estate Planning and put it on your Spring to-do list. (Free e-book download – PDF)
Until next time – Happy Spring!
Aquanetta J. Betts is an attorney, speaker and blogger. She is licensed in the District of Columbia and Maryland. Connect with her on Twitter: @AquanettaBetts
This article is for informational purposes only and not intended for legal advice. Please consult with an attorney about your particular situation.