While financial planning can help you to build wealth over time, through the wise management of your resources, and retirement planning focuses on directing a portion of today’s income and assets toward tomorrow’s needs, your estate plan must to bring these strategies together in a comprehensive way. A well thought out estate plan can preserve and distribute the wealth, you have worked so hard to accumulate, to the next generation and beyond. Everything doesn’t work out automatically You may … [Read more...] about Charlotte Residents Can Benefit From Early Estate Planning
Update Beneficiary Designations NOW!
Sometimes beneficiary designations get overlooked during the estate planning process or as life unfolds somewhat chaotically. Just like the rest of estate planning, beneficiary designations are not a “once and done.” It is imperative that you ensure your beneficiary designations are in line with your current intent and estate planning documents. Be sure to review and update beneficiary designations, as needed, every three to five years or upon the occurrence of a significant life event. … [Read more...] about Update Beneficiary Designations NOW!