It’s National Make a Will Month – Let’s Get Started

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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