Tags archives: Beneficiary Designations
-
-
-
2 days ago
-
If you have a trust prepared or revised by our office, then we have discussed with you previously the need to fund your trust. That usually is accomplished by actually titling assets, including one or more financial accounts, to the name of your trust, or using the name of your trust as the trust be... [read more]
-
-
-
-
4 years ago
-
We are often asked about how important it is to designate beneficiaries on accounts as part of Estate Planning.
Our answer is that it is very important to designate beneficiaries on all accounts to help avoid probate of an estate after the account holder’s death. With proper beneficiary designa... [read more]
-
