Video: I have an estate plan, now what do I do with it?

by | Apr 15, 2020 | Estate Planning, Video | 0 comments

Sara and Stasia Demos Mills ( sit down once again for our fourth and final video in our estate planning series. In this video we discuss what to do with an estate plan if you have one. We give suggestions on where to keep it (safe deposit box, lock box, or, the freezer?! – maybe not that last one) and who to share it with. Finally, we discuss the importance of reviewing and updating beneficiary designations on things such as life insurance policies and retirement benefits. 

​Thanks for watching and as always, let us know if you have questions!



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