As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more.
Events & Public Relations Manager at Sterling & Tucker
Terri Owada is the Events and Public Relations Manager for Sterling & Tucker.
Latest posts by terri (see all)
- Updating Your Plan: Powers of Attorney - January 2, 2021
- Updating Your Plan: Your Trust or Will - January 2, 2021
- Tax Planning for 2021 - January 2, 2021