Q4 · reviewed every year
What passes, to whom, and how
Beneficiary designations override wills, and they go out of date quietly. This is the review that catches that.
Overview
Estate planning is the part of the plan most often written once and never revisited. We review wills, beneficiary designations and trusts once a year, and coordinate with an estate attorney so the documents match the plan.
Scope
What this covers
- A review of wills, beneficiary designations and any trusts
- Whether your titling and beneficiaries match your intentions
- How inherited accounts will be taxed for the people who receive them
- Charitable giving structures where they fit your goals
- Coordination with your estate attorney, or access to the firm’s estate-planning attorney partners
What people usually ask
- “When were my beneficiary designations last actually checked?”
- “Do my documents still say what I want them to say?”
- “What will my children face, tax-wise, when they inherit these accounts?”
In the rotation
This is the Q4 review
Our quarterly planning system is designed so clients are generally no more than ninety days away from a review of each critical area. You also have the flexibility to choose the order. Whether you want to start with tax planning or with investments and risk management, the order of the quarterly meetings is at your discretion.
See the full quarterly system →Talk through estate & legacy
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.