09/03/2026
Life insurance can be one of the most important ways clients protect the people they love. 💼
But the policy is only one piece of the bigger plan.
Beneficiary designations, trusts, wills, and estate planning documents should all work together. When they do not, families can be left with confusion, delays, or outcomes that no longer reflect the client’s wishes.
For financial advisors and CPAs, Life Insurance Awareness Month is a helpful time to ask:
Does this policy still match the client’s estate plan?
At McDevitt Law Group, our attorneys work with clients and their trusted advisors to help make sure the legal side of the plan supports the full financial picture.
Let’s make sure every piece is working together: https://www.mcdevittlawgroup.com/estate-planning