While your Will or Trust outlines your overall wishes, assets, such as life insurance policies, IRAs, 401(k)s, annuities, and retirement plans, pass directly to the beneficiaries named on those accounts, often conflicting with your estate planning documents.
This report can help you determine if your beneficiary designations are aligned with your estate planning documents. Please download and review our report at your convenience. If you are an existing client, please contact our office at 610-933-8069 if you would like assistance updating your will and/or coordinating your beneficiary designations with your estate plan.
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