Security discussions often focus on retirement security, but a number of related benefits also deserve the spotlight, such as survivor benefits for a surviving spouse.
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the pitfalls of an improperly filled-out beneficiary forms.
Talking about illness, death and taxes is not most people’s idea of a good time (except for us estate planners). That being said, there are times in life when it’s time to move updating your estate plan off the ‘to do’ list and on to the ‘done’ list. Here are those times: