05/28/2026
Most people think a will covers everything but it doesn’t.
Accounts like life insurance and retirement plans go to the named beneficiary, even if your will says something else.
If things aren’t aligned, your assets could go somewhere you never intended. Estate planning isn’t just having documents, it’s making sure everything works together.
Don’t assume you’re covered. Double check it.
Want to make sure everything is set up the right way? Let’s walk through it together.