Posts Categorized: Beneficiary Designated Accounts

AS YOUR LIFE CHANGES, KEEP AN EYE ON YOUR BENEFICIARY DESIGNATIONS

Apr 16, 2013 / By: Lisa Kajani, Attorney at Law

Category: Assets, Beneficiary Designated Accounts

Many of our clients have been clients for many years, and during that time, we have seen many changes in their lives. Some of the changes are joyful –clients marry; children and grandchildren – even...

Estate Planning after a Divorce-The Importance of Updating Beneficiary Designated Accounts

Sep 8, 2011 / By: Mary S. Falk, Estate Planning Attorney

Category: 401(k), Beneficiary Designated Accounts, Divorce, Estate Planning, IRA, U.S. Supreme Court

If you had a living trust with an ex-spouse, you need to create your own living trust and change your beneficiary designations if necessary.

ESTATE PLANNING AND SAME-SEX MARRIAGE . . . . OR IS IT?

Aug 29, 2011 / By: Lisa Kajani, Attorney at Law

Category: Beneficiary Designated Accounts, intestate, Probate, same sex marriage

Had Thomas simply designated a trust, or in the alternative, Nikki and/or his children as the beneficiaries of any policies, this lawsuit would never have been filed.

WHO GETS THE MONEY? The importance of updating beneficiary designated accounts

Mar 21, 2011 / By: Patricia Urban, Trust Administration Paralegal

Category: 401(k), Assets, Beneficiary Designated Accounts, Estate Planning, Financial Institutions, IRA, Life Insurance

Loved ones pass away, or can become ’unloved’, and even charities dissolve. When beneficiary names aren’t updated or removed, problems will be encountered by the person or institution who administers your estate after your death....

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Posts Categorized: Beneficiary Designated Accounts

AS YOUR LIFE CHANGES, KEEP AN EYE ON YOUR BENEFICIARY DESIGNATIONS

Estate Planning after a Divorce-The Importance of Updating Beneficiary Designated Accounts

ESTATE PLANNING AND SAME-SEX MARRIAGE . . . . OR IS IT?

WHO GETS THE MONEY? The importance of updating beneficiary designated accounts

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