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Savings Day – Plan Ahead! Have a Will!

Its Build your Savings Day!

Help your heirs by having a will and planning ahead. Anyone with assets should have a will. Otherwise, at death, a lawyer will be appointed to distribute them.

Online documents work for simple situations, but a living – or revocable – trust will help in most cases. Make sure it’s current and valid in the state where you live. Be sure to specify beneficiaries on your life insurance and retirement accounts. Then, complete ‘Transfer of Death’ forms for brokerage accounts and ‘Paid on Death’ forms for your bank accounts. This ensures money gets to your beneficiaries in a timely manner. Plan ahead in life and death to save and steward well.

For help planning ahead, download our “Planning Your Legacy” guide at