During “Plan Your Legacy: The Essentials of Estate Planning”, our expert estate planners covered everything from the basics of titling assets and designating beneficiaries to the latest legislative and tax considerations that could impact your estate plan.

What You Need To Know:

Properly titling your accounts and keeping your beneficiary designations up to date helps you avoid delays and costs in the future.
Without an estate plan, state laws – not you – decide how your assets are distributed, which may not align with your intentions or desired legacy.
The “One Big Beautiful Bill Act” has significant implications for estate planning – now is a great time to review your plan!

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