Halloween is the time of year for ghost stories. Here is one that is real: the ghosts of your estate plan past.
The ex-spouse who is still named on a retirement account or life insurance policy. The old will that names an executor who has since passed away. The forgotten bank account no one in your family knows about. The trust you signed years ago that no longer fits your life.
These ghosts do not rattle chains. They quietly send money to the wrong person, leave your family searching for what you owned, or put someone in charge who can no longer serve. Most of them are easy to banish with a review.
This Halloween, pull out your documents. Check your beneficiary forms. Make a simple list of your accounts and where everything is kept.
If you are in Arizona and want help clearing out the ghosts, call us at 480-719-7333.
This content is for informational purposes only and does not constitute legal advice. Please consult an attorney for guidance specific to your situation.