For Your Benefit
It’s National Make a Will Month – Let’s Get Started
Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney.
August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In honor of National Make a Will Month, Karen and Megan will talk about:
- Essential documents for everyone.
- How to get the process started.
- What happens when the documents aren’t in place.
- Why every 18-year-old should have at least health care documents.
- How and when to update your will and other estate planning documents.
- Strategies for streamlining transfers to family and charities.
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
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