I Have A Will...Now What?

If you have created your will, congratulations - you are more prepared than over half of America! While a will is an essential piece of any estate plan, Kiplinger’s recently highlighted some important matters to consider after your will is in place:

  1. Review beneficiary designations on life insurance policies and financial accounts.

  2. Plan and even pay for your funeral ahead of time.

  3. Account for “digital assets.”

  4. Make sure no accounts are forgotten.

While getting your affairs in order may seem overwhelming now, addressing these items will save headaches for your loved ones in the future. A trusted financial advisor can be a valuable asset in making sure you have tied up all loose ends when it comes to your estate plan.