DiscoverFor Your BenefitIt’s National Make a Will Month – Let’s Get Started
It’s National Make a Will Month – Let’s Get Started

It’s National Make a Will Month – Let’s Get Started

Update: 2023-08-14
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August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In honor of National Make a Will Month, Karen and Megan will talk about:


  • Essential documents for everyone.

  • How to get the process started.

  • What happens when the documents aren’t in place.

  • Why every 18-year-old should have at least health care documents.

  • How and when to update your will and other estate planning documents.

  • Strategies for streamlining transfers to family and charities.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

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It’s National Make a Will Month – Let’s Get Started

It’s National Make a Will Month – Let’s Get Started

Federal News Network | Hubbard Radio

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