You regularly check the balances of your retirement, bank, and investment accounts. But when did you last check the beneficiary designations on these accounts? And really, all the other accounts that allow you to name a beneficiary?
Tag Archives: beneficiary designations
California Law, Estate Attorney, Estate Planning, Guardianship, Heirs, Trusts, Wills
Beneficiary Designations
18
Jun
Jun
If something happens, a successor trustee you previously selected steps in without court involvement. In such a case, they manage the trust on your behalf. You can also designate what happens to the trust’s money and property at your death.
Assets, Estate Planning, Inheritance, Trusts, Uncategorized
Beneficiary Protection in Uncertain Times
20
Mar
Mar
Part 1 in a 2-Part Series Children bless us. From the day you or your wife gives birth, you start planning for your children’s future. You wonder about their interests, occupation and future spouse. These issues concern families most of the time. What’s more, they emerge as even more important in uncertainty, such as with […]
13
Sep
Sep
Some people mistakenly designate the child’s caretaker as the primary beneficiary, to avoid appointment of a guardian.