Estate planning: more than documents

When people hear “estate planning,” they often think of wills and trusts. But truly effective estate planning is much more than documents—it's about ensuring that your intentions are honored, your loved ones are protected, and your financial legacy is preserved across generations.

Beneficiaries: small forms, big impact

At Tushaus Wealth Management, we believe in a holistic approach to wealth planning—and that includes reviewing and updating your beneficiaries across all accounts. Too often, outdated beneficiary designations on retirement accounts, insurance policies, and investment accounts can unintentionally override what’s stated in your will or trust. This can lead to unnecessary conflict, delays, and even costly mistakes.

Your quick review checklist:

Whether you're just getting started or already have an estate plan in place, here are a few key considerations:

• Are your beneficiary designations up to date? Life events such as marriages, births, divorces, or deaths can impact who should be listed.
  
  
• Have you coordinated your financial plan with your legal documents? Inconsistent titling or outdated plans can lead to unintended outcomes.
  
  
• Are you confident your plan reflects your current wishes and values? Your legacy should align with the full picture of your financial life.
  
  

Estate planning isn’t just for the wealthy—it’s for anyone who wants to leave a legacy of clarity, compassion, and confidence.

Let’s Talk About Your Legacy

If you haven’t reviewed your estate plan or beneficiaries recently, or if you’re unsure how it all fits into your broader financial goals, we invite you to schedule a complimentary estate and beneficiary review meeting with our team. A few minutes updating beneficiaries today could keep your trail clear and your anchor set where you intend tomorrow.

Let’s ensure your legacy is just as intentional as your investments.