It’s National Make a Will Month – Let’s Get Started
August 8, 202311:05 am
< a min read
August 14, 2023 onForYourBenefit, 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.