110 – Power of Attorney Question – Does an Attorney in Fact Have to Be an Attorney?
January 25, 2019
112 – What’s the Difference Between a Co-Agent and an Alternate Agent in a Power of Attorney?
January 30, 2019

111- Beneficiary Designations Must Be Reviewed or Else Your Will Might Not Work as Expected

Beneficiary word on checks as payouts of insurance policies or inheritance from a will or trust from a family member who has died

People are very careful when they prepare their will.  They do their best to make sure their property gets to their loved ones in an orderly manner.  Unfortunately, however, many people are surprised to learn that beneficiary designations on their various accounts can upset or disrupt the plan outlined in their will.  Avoid this problem by paying attention to your beneficiary designations and incorporating them into your overall estate plan.

I hope this helps.

Talk to you soon.


Leave a Reply

Your email address will not be published. Required fields are marked *

three × four =