Jensen Estate Law

August Newsletter

 

Clients Who Have Outgrown Their Estate Plan

As laws and circumstances evolve, outdated plans may lead to unintended consequences, jeopardizing your legacy vision and your loved ones’ future. Learn how changes in tax laws, wealth accumulation, relationships, and beneficiary needs demand adjustments to your estate plan. Discover the significance of addressing digital assets and carefully selecting trusted decision makers. Proactive estate plan reviews not only safeguard your interests but also open doors for valuable client engagement and personalized guidance. Stay informed and protect your legacy with our expert advice.

Unlocking the Future: A Guide to Effective Beneficiary Selection and Updates in Estate Planning 

“Choosing Beneficiaries for Your Estate Plan and When to Update Them” is a comprehensive guide that navigates the critical process of estate planning. Discover the significance of selecting the right beneficiaries to inherit your assets and gain insights into when it’s essential to update your beneficiary list. This resource empowers you to make informed decisions, ensuring your estate is distributed according to your wishes.¬†

The Blueprint to Your Estate: Selecting Fiduciaries

Estate planning can be a complex journey with many crucial decisions along the way. Among these decisions, the selection of fiduciaries stands out. Delve into this guide that illuminates the process of choosing the individuals or organizations who will uphold your wishes and handle your financial legacy. Learn not only how to make this selection, but also when it might be necessary to review and update your fiduciaries.