Understanding Your Risk Appetite
Many financial assets pass by beneficiary designation, not by your will.
Many financial assets pass by beneficiary designation, not by your will. Retirement plans, life insurance, brokerage accounts & bank accounts typically transfer directly to the individuals you name after your passing, often without going through probate.
Because these designations operate outside your estate documents, keeping them current is critical. Marriage, divorce, the birth of a child, or the loss of a loved one are all moments when a review is especially important to ensure your intentions are still reflected.
Our role is to help you coordinate beneficiary designations with your broader financial & estate planning. This helps reduce delays, avoid unintended outcomes & supports a smoother transfer of assets to the people you choose.
