Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Planning for an Alternate Scenario
Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Second Quarter 2022 Wealth Management Insights Publication
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Simple, Powerful Steps to Take Before Your Estate Planning Meeting
With the onset of the COVID-19 pandemic, there seems to be a rush on clients seeking estate planning advice. There is certainly no replacement for personal advice from qualified counsel, but there are a few things you can do in the interim.