For Your Benefit

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.

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