Have you made one of these estate planning mistakes?

Health and life changes can affect our financial health, too. That's why it's important to periodically check and update your account information and other financial documents. 

This is especially true when it comes to the beneficiaries you have selected to inherit your assets.  

Over time, beneficiaries can become outdated or contain simple errors such as having incomplete information, not adding a new child or grandchild, or failing to update names after a marriage.

Take a look at 4 Big Mistakes Made when Listing Beneficiaries. This article can help ensure your estate plan will be carried out as you intended.  

Contact me anytime if you have any questions. I’m happy to work with you to ensure everything is up to date.