Updating your beneficiaries is a simple and important task that can have a significant impact on the distribution of your assets after you pass away. By taking the time to review and update your beneficiaries, you can ensure that your loved ones are taken care of and that your assets are distributed according to your wishes. If you have an outdated beneficiary designation, your assets could end up in the hands of someone you no longer want to inherit them.

So how do you make sure your beneficiaries are up to date? The first step is to review all of your accounts and policies that have a beneficiary designation and make sure that the people listed are still the people you want to inherit your assets. The second step is if you need to make any changes, contact the organization where the account is held and request a beneficiary designation form.

Tax Withholdings

If you haven't reviewed your tax withholdings in a while, now is the time to do so. Tax laws change frequently, and your personal circumstances may also change, such as a new job, a raise, or a change in marital status. These changes can affect the amount of taxes you owe and how much is being withheld from your paycheck.


A will is a legal document that outlines how your assets should be distributed after your death. Updating your will regularly is crucial, especially if your circumstances change, such as marriage, divorce, or the birth of a child. When updating your will, that is also a great time to review your beneficiary designations on any retirement accounts, life insurance policies, and other asset to make sure everything is up to date.

Estate Planning

Estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives. Click the buttons below for more information on estate planning.

Preparing for Estate Planning


Creating Your Estate and Estate Plan


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