Advice on Beneficiary Desginations
Having the right beneficiary designations might be of the utmost importance in estate planning. In some cases, the majority of an individual’s assets are assets that designate beneficiaries, such as life insurance policies and retirement accounts. Anyone with such assets should be aware of how the designations they have made will affect their overall planning. I provide clients with advice on how best to use beneficiary designations to achieve their goals, and we help to change the designations if necessary.
The information contained on this website is provided solely as a summary of the services offered by my firm, and is not intended as legal advice. It consists of only a brief overview of the various services that I provide. Laws in the area of business and estate planning change frequently. Please do not rely on the information on this website for your business or estate planning needs. Each company, individual, couple, and family has unique needs. It is always advisable to consult an attorney when dealing with any of the issues discussed herein.