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beneficiary designation Tag

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  • Wills And Revocable Living Trusts

This is the time of year when we see a lot of new clients who are following up on their New Year’s resolutions to create or update their Living Trusts. But when was the last time you checked to see whom you named as the beneficiary on your retirement account, life insurance...

20 January, 2019

When creating Living Trusts, most of us know that we need to identify our beneficiaries and the way in which we distribute our assets among them. But something that not infrequently happens is that someone will name a beneficiary in a Will or Living Trust without regard to the beneficiary designation...

24 June, 2018