🩺 Many doctors have taken the time to create a thoughtful estate plan.
But there's one important detail that's easy to overlook.
Your beneficiary designations.
Retirement accounts and life insurance policies typically pass according to the beneficiary forms on file, not your will or trust.
As your career, family, and financial life evolve, it's important to make sure those designations continue to support your overall estate plan.
At Yanowitz Law Firm, we help doctors review their estate plans to ensure every piece works together.
✅ A well-coordinated estate plan includes more than just the documents. It includes the beneficiary designations, too.
🎥 Watch this video to learn why reviewing your beneficiary designations may be one of the most important updates you can make.
Learn more about our Doctors Circle Legacy Program:
https://www.yanowitzlaw.com/doctors-circle/