Why Beneficiary Designations Could Harm Your Family

Some financial advisors and accountants might insist that an estate plan isn't necessary, suggesting that naming beneficiaries on your accounts will suffice. But what they might not mention are the hidden risks that could threaten your family’s financial security. Learn more.

Estate Planning, FinancesErica EndykeAugust 20, 2024beneficiary designation, beneficiaries, beneficiary designated accounts, beneficiary accounts, estateplanningtips, estateplanning, estateplan

3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess.

We regularly meet with clients who ask us to review an estate plan that they created online or with an attorney who isn’t experienced with estate planning.

Estate PlanningErica EndykeApril 10, 2023estate plan, estate planning mistakes, estate planning, planning, plans, planning mistakes, DIY planning, diy estate plans, wills and trusts, assetsprotection, assets, DIY plan, Lifetime Asset Protection Trusts, beneficiary designation, beneficiaries, estate planning services, family lawyer