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HomeA Will is not Enough

Posts tagged: A Will is not Enough

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A Will Is a Key Component of Any Estate Plan, but It’s Not Enough

November 21, 2019
by SM_Admin

A will can help you accomplish a number of important planning goals. For instance, it allows you to control how your assets are distributed after you pass away. Without a will, your assets will be distributed according to what is known as intestate succes

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A Will Is a Key Component of Any Estate Plan, but It’s Not Enough, Continued

October 17, 2019
by SM_Admin

Another reason a will isn’t enough is that the ownership of many assets transfers outside the will, including life insurance, annuities, retirement accounts like IRAs and 401(k)s, jointly-owned property and more. The beneficiary designations of these asse

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