Don’t Leave It to Chance — The Power of Beneficiary Planning

Protect your loved ones — and your wishes.
Learn how a few simple updates can prevent confusion, family disputes, and unnecessary court costs down the road.

We’ll cover:

• Real-life stories of what happens when planning is missed
• How wills, trusts, and beneficiary designations work together
• The role of HIPAA forms, powers of attorney, and directives
• Common “DIY” mistakes to avoid
• Steps to ensure your plan truly protects what matters most