Are Your Designated Heirs Up-to-Date?
Winter Weekends, especially Super Bowl Weekends, are times when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have correctly designated family members and any others you wish as beneficiaries in your will, insurance policies, and financial accounts.
This is especially important if there have been changes in your life, such as the birth of a child or grandchild, a death in the family, a divorce, or a remarriage.
But even if your family situation remains the same, it’s a good idea to review your beneficiary designations to be sure they are complete and reflect your …
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Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.
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