Estate Planning and the Workplace
Do you have questions about Estate Planning in the Workplaces? Joe Ranni, Esq. of Ranni Law Firm PLLC helps with answers to this and many questions including: What is the importance of estate planning in relation to my workplace and employment benefits? Should I include retirement accounts and life insurance into my estate plan, even if they have their own beneficiaries? What legal documents do I need to have in place, and how do they affect my workplace assets? What happens to my workplace benefits in the event of incapacity? How can I plan for this scenario? Are there any legal restrictions or complications in designating a trust as a beneficiary for workplace benefits in my estate plan? Can this planning include charitable giving? Do I need to update my estate plan as my workplace circumstances change, such as job changes or retirement?