Preserve Your Legacy

Estate Planning | Elder Law | Special Needs Planning

Beneficiary Designations

Recent Posts in Beneficiary Designations Category

  • Why it is Important to Start Estate Planning Early

    Estate planning is not just for the well-off or those approaching their golden years. Everyone, regardless of age or the value of their possessions, can benefit from preparing for the future. Each person has an “estate” that is comprised of everything they own and estate planning simply refers to the process of determining how your possessions will be distributed after you pass. By planning early, ...
    Continue Reading
  • HOW LIFE INSURANCE CAN BECOME A PROBATE ASSET

    If you’re not careful, life insurance (and other beneficiary designation assets) can become a probate asset. And, that’s not good. Beneficiary designation assets are contracts wherein you have the opportunity to name an individual(s) or trust(s) to receive your assets when you die. Beneficiary designations assets include life insurance, retirement accounts, and annuities. Some bank accounts have ...
    Continue Reading
  • 5 TIPS TO ENSURE YOUR ESTATE PLAN WORKS

    We explain to clients that not only do they need to have the legal documents that form an estate plan in place, they also need to take further steps to ensure that their estate plan works. Your estate plan works if it does what you wanted it to do when you created it. In other words, the picture in your mind matches up with the picture of what really happens when you’re up there sitting on the ...
    Continue Reading
Page 1 of 1