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Month: December 2024

5 life events that call for an estate plan review

On Behalf of Kennel Zeigler LLC | Dec 16, 2024 | Estate Planning

Life brings constant changes. With each change and milestone you experience, it's best to review and update your estate plan as necessary. Remember, an effective estate plan reflects your current circumstances and the people in your life. Getting married or divorced...

Transfer-on-death designation affidavits: Which assets qualify?

On Behalf of Kennel Zeigler LLC | Dec 3, 2024 | Probate

A transfer-on-death designation affidavit is a legal document that allows you to name a beneficiary for specific assets. As its name suggests, it takes effect upon your death, transferring ownership directly to the named beneficiary. This process bypasses probate,...