It happens all too often. A client takes the time to take care of his or her family’s future, completing a careful estate plan. Some time later, though, a mistake is made when the client mistakenly goes into a bank, or insurance brokerage, or stock brokerage and fills out a beneficiary designation form nominating someone as beneficiary that conflicts with the terms of his or her will or trust.
posted on August 17, 2013 by
Bank Tellers: The Destroyers of Estate Plans
posted on December 15, 2012 by
EXPERIENCE THE PEACE OF MIND OF HAVING YOUR ESTATE PLAN IN ORDER
WE CAN HELP.
CUSTOMIZED WILLS, LIVING TRUSTS and MORE
posted on November 7, 2012 by