06/01/2026
Families avoid estate planning because they think they still have “plenty of time”.
Then one year turns into five... ⌛️
In our experience, properly updated beneficiary designations on accounts can help assets go where they’re intended to go. Retirement accounts, investment accounts, bank accounts, and workplace plans should all be reviewed regularly to make sure the information is accurate and up to date.
Estate planning doesn’t have to happen all at once, but taking small steps now can help create a lot more for your family down the road.
🔍 When was the last time you reviewed your beneficiary designations?