It's important to look comprehensively at your assets when estate planning. If you've named "transfer on death" or "pay upon death" beneficiaries with accounts, these designations govern over directions provided in your Will. This can have disastrous results if your beneficiary designations are out of date. As part of our process, we provide an "Asset Report" to itemize your assets and provide a recommendation for each. Contact Attorney Beth to learn more.12/03/2024