You have beneficiary designations on financial accounts. We all do. But is a beneficiary designation sufficient to meed your estate planning goals? What criteria make up an effective estate plan for you? Have you thought about it?
In this episode, Tim dispenses with the "common knowledge" that all you have to do is place a beneficiary designation on your accounts and everything will be easy.
Listen in to find out how you can create a good estate plan for your family, rather than just scratching it off your to-do list.