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Beneficiaries Archives

Estate Planning Checklist

An Estate Planning Checklist 2018

Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.


Tell Your Beneficiaries About Your Accounts and Policies

You may want to take some time during the holiday season when you see your family members to make sure they know where your important documents are kept. We hope this article will help you review your beneficiary decisions and communicate key information to your family.

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