08/31/2026
Your financial plan and estate plan should work together.
When beneficiary designations, account ownership, retirement assets, and estate documents are not coordinated, even a carefully prepared plan may not work as intended.
Ryan Polimeni explains why communication between your financial and estate planning professionals matters in his recent Kiplinger article.
Read the Kiplinger article.
https://www.kiplinger.com/retirement/estate-planning/importance-of-coordinating-financial-and-estate-plans