As we continue to discuss updating your plan, you should also consider your beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally.
Latest posts by Amy Lazas (see all)
- CRT: Best Tool for Proposed Tax Changes? - May 3, 2021
- Pandemic Relief for Employers - April 26, 2021
- Using Disclaimers to Achieve Client Goals - April 19, 2021
