Bautis Financial
Secure your Castle, Achieve your Dreams.
It’s a common misconception that your will controls all of your assets. In reality, accounts like 401(k)s, IRAs, and life insurance policies are governed by beneficiary designations – not your will.
Births, marriages, new assets, changing laws — your estate plan should evolve with your life. If it’s been a while since you’ve reviewed yours, now is the time.
Do you need a trust? Estate planning attorney Tom Szieber explains the differences between wills and trusts, revocable vs. irrevocable options, and strategies to protect your family’s assets while minimizing probate.
