14 min

Why Everyone Needs an Estate Plan -- Especially Today..‪.‬ Kathleen Sanford

    • Economía y empresa

Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan.  

When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ?  

What about your unused sick leave? 

Are your Beneficiaries Coordinated with your will?  

When was the last time you reviewed your will?  

Do you have a Living Trust?  

Why is this important?  

Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan.  

Log in for a 30 Day Trial to learn more and get updated -- Legacy Lock Estate Plan Trial

Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan.  

When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ?  

What about your unused sick leave? 

Are your Beneficiaries Coordinated with your will?  

When was the last time you reviewed your will?  

Do you have a Living Trust?  

Why is this important?  

Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan.  

Log in for a 30 Day Trial to learn more and get updated -- Legacy Lock Estate Plan Trial

14 min

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