For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody has their estate plan drafted, they have a will and maybe a living trust. They may get all the documents drafted and in order, but they don’t update their beneficiaries,” he said. “People really need to pay attention to the details after the estate planning is done to make sure that the personal property title is correct.” Click here for the full article.
