WBH Financial Services

06/02/2026

June is a popular month for weddings and graduations.

These life events are the perfect prompt to update your beneficiary designations on all accounts.

05/28/2026

Many people forget that life insurance policies need "owners" and "beneficiaries" to be correctly aligned.

We help you review these details to ensure a smooth transfer.

05/26/2026

A will is a great start, but a Power of Attorney (POA) is equally vital.

Who will make decisions for you if you can't?

WBH helps you identify the gaps in your plan.

05/21/2026

Estate planning is an act of care for your family’s future.

Having the right documents and beneficiaries in place ensures your wishes are honored and loved ones are supported.

05/19/2026

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Money-related behaviors today impact long-term financial success. Learn if you're on the right track here.

05/19/2026

Updating beneficiaries is a task many overlook.

Life changes such as marriage, children, or divorce make regular reviews critical.

WBH helps clients ensure accounts are aligned with their goals.

05/14/2026

Student loans may not seem connected to estate planning—but they can impact how assets are distributed.

At WBH, we help clients factor in all obligations to create a balanced estate plan.

05/12/2026

Mistakes in estate planning can cause stress for loved ones later.

From outdated documents to unclear instructions, small errors have big consequences.

Our team helps clients avoid the most common pitfalls.

05/07/2026

Beneficiary designations often matter more than wills when it comes to transferring assets.

Reviewing these regularly ensures your accounts align with your current wishes.

WBH guides clients through beneficiary planning with care.

05/05/2026

Choosing an executor is one of the most important estate planning decisions you’ll make.

The right person should be responsible, trustworthy, and prepared to manage details.

We help clients think through the best fit.