4 Easy-to-Overlook Estate Planning Mistakes

4 Easy-to-Overlook Estate Planning Mistakes - Brogan Financial

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can be a big help to your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts, not doing so properly, or forgetting to update your estate plan. Not Naming Beneficiaries Many people don’t realize that they need to name a beneficiary for retirement accounts and life insurance policies. They may never get around to filling out the forms, or they […]

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