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Our blog provides information on all aspects of estate planning, elder law,
​and special needs planning

Beware: Pitfalls of Beneficiary Designations

11/15/2023

 
Sometimes clients want to avoid probate so badly they overuse beneficiary designations and inadvertently destroy their wishes. Realizing the impact beneficiary designations have on your goals and plan are important considerations we discuss with our clients. 

Follow this link to a good article discussing potential pitfalls.

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    Attorney Jessica Merkel
    ​Attorney Peter Grosskopf

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    The blog posts are based upon the law at the time the post is written. Laws change, so you should not rely on this blog for legal advice.  In addition, this blog is not intended to be legal advice, and you should not act upon any information on this blog without discussing your specific situation with your attorney. 
A good man leaves an inheritance to his children's children. ~ Proverbs 13:22


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  • Home
  • Attorneys
    • Aric Burch
    • Jessica Merkel
    • Peter Grosskopf
  • Legal Services
    • ELDER LAW
    • ESTATE PLANNING
    • PROBATE & TRUST ADMINISTRATION
    • SPECIAL NEEDS TRUSTS
  • Blog
  • Additional Resources
  • Contact Us
  • FAQ