Estate Planning Tips at Year-End DUE TO THE COVID-19 VIRUS, THIS EMAIL WILL BE THE ONLY November 2021 NEWSLETTER YOU WILL RECEIVE FROM US.
Dear John ,
As we come to the end of 2021, and you look ahead to doing your Will and other planning, here are important points to make it go more smoothly.
1. Talk It Over - with family and friends. The fewer surprises in your planning to your family and other loved ones after your death, the less chance there will be for confusion or disputes.
2. Work with an estate attorney - And do this long before you are in a hurry to get your planning done!
3. Update Beneficiary Designations - on IRAs, Life Insurance, and other retirement accounts, as well as bank accounts. Remember, these designations are powerful and usually override anything stated in your Will.
For further information, contact Parvati Hansen at 530-478-7695
We are always happy to hear from you.
In divine friendship,
[email protected]
Sample LanguageTo include the Ananda Janaka Foundation in your will or other planning. | 