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Estate Planning Beneficiary Checkup

Properly planning your estate allows you to save time and money while potentially changing lives.

Revisiting Your Estate Plan


A beneficiary checklist will help you avoid these pitfalls, ensure you’re making informed decisions, and avoid costly errors.

Download our checkup form to avoid mistakes when it matters the most.

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Related Questions

How often should an estate plan be revisited?

Wisconsin attorney Al Spiegel of McLario, Helm, Bertling, & Spiegel, S.C., answers the question, “How often should an estate plan be revisited?”

Estate Planning Truth & Lies

Misconceptions about estate planning can be expensive and stressful. Test your knowledge. Can you identify which 2 of these statements are truths and which is the lie?

What is probate?

Alan Spiegel

Wisconsin attorney Al Spiegel of McLario, Helm, Bertling, & Spiegel, S.C., answers the question, “What is probate?”