Your legacy is more than financial

  The Beneficiary Blueprint Series Part 4: Protecting Your WHY By Echo McNeill, Associate Financial Planner, Elevage Partners Behind every financial plan, there is a story. A family. A memory. A hope for someone’s future. A sense of responsibility. This is your WHY — the reason your planning matters. Reviewing beneficiary designations might appear administrative, […]

The mistakes families discover too late

The Beneficiary Blueprint Series, Part 3 By Echo McNeill, Associate Financial Planner There are few conversations harder than the ones that happen after a loved one passes — not just the emotional ones, but the practical ones. “What did they want?” “Where do their accounts go?” “Who do we call?” Those questions get even more […]

When life changes, update the map

The Beneficiary Blueprint Series, Part 2 By Echo McNeill, Associate Financial Planner, Elevage Partners A new marriage. A new job. The loss of a loved one. Life has a way of moving faster than our paperwork. In financial planning, beneficiary designations are like a map. They chart where your assets will go when you’re no […]

Signed, sealed … misdelivered? Why beneficiary updates matter

The Beneficiary Blueprint Series, Part 1 By Echo McNeill, Associate Financial Planner, Elevage Partners There’s a unique kind of quiet that fills an advisor’s office after a client says, “I thought I already took care of that.” It’s the sound of good intentions colliding with outdated paperwork. Before joining Elevage Partners, I began my career […]