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Category Archive for: ‘Beneficiary Designations’

  • Keep That Asset Out of Probate!

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    Last month’s Hearsay discussed the importance of coordinating the beneficiary designations of your non-probate assets with the beneficiaries in your Will.  Now consider what can happen if you fail to designate a beneficiary of your non-probate assets. Your estate is liable for outstanding claims your creditors have …

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  • Coordinate Your Will and Non-Probate Assets’ Beneficiary Designations

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    A Will is only one part of a comprehensive estate plan.  Make sure the beneficiary designations for your non-probate assets are coordinated with your Will to ensure that the appropriate persons inherit from you. The distribution of non-probate assets, such as investment/retirement accounts and proceeds …

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  • Coordinate Your Will and Non-Probate Assets’ Beneficiary Designations

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    A Will is only one part of a comprehensive estate plan.  Make sure the beneficiary designations for your non-probate assets are coordinated with your Will to ensure that the appropriate persons inherit from you. The distribution of non-probate assets, such as investment/retirement accounts and proceeds …

    Read More

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