Protecting those you love.
When you neglect to update your beneficiary designations, beneficiaries can often be the wrong people. Assets can go to people we don’t intend because many people have beneficiary designations that are out of step with changes in their lives. Keeping your beneficiary designations current is an important part of your family’s future well-being.
We review beneficiary designations annually and provide a summary of your beneficiaries and estate planning documents during our reviews making sure they are in lock step with your life today. When you have significant life changes, we work with you to revise documents. It’s important to understand, while it is always you who is ultimately responsible for updating your beneficiaries, we’re here to help.