Ghosts, goblins, and a suspiciously empty candy bowl are seasonal scares. But an incomplete estate plan can cause a fright that lasts well past October 31. If your will names people who are to inherit from your estate — but your beneficiary designations names people who are no longer in your life OR names those who should not inherit because they are on Medicaid —it may be time to dust off the paperwork.
A quick review can help ensure your wishes are clear, the right people are named or who need to step in if you need help, and your loved ones aren’t left solving a mystery.
Save the surprises for the trick-or-treaters—not your family.