You can have a solid financial plan and a great estate plan—but if they aren’t aligned, neither may work as intended. Liz Meyer, JD, Heritage Financial’s Estate Planning Specialist, shares strategies to strengthen your estate plan, common mistakes, and answers the questions she hears most often.
We cover:
- Why estate planning matters—both during your life and after
- Key estate planning documents
- How beneficiary designations interact with your estate plan and can override your intentions
- What is included in your taxable estate and ways to help reduce estate taxes
- The annual gift exclusion—how it works and why it matters
- What to know if you own property in multiple states
- How transparent you should be with your children and family
Don’t wait to protect what you’ve worked so hard for—your family, your future, and your peace of mind.
