Posted on November 2, 2018

November MPL: Beneficiary and Estate Planning Month

Monthly Newsletters

Published by Taylor Financial Group

When was the last time you reviewed your estate plan or beneficiary designation(s)? Are your power of attorney and healthcare directive up to date? Did you know The TCJA majorly changed the estate and gift tax exemption? Have you been procrastinating making or updating your will?

We have prepared this short newsletter to provide you with actionable steps to review your current beneficiary designations and estate plans.  Ensuring these items are in order will help align your estate plan with your current wishes and will help you to avoid some of the common pitfalls of estate planning.