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and special needs planning
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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. Comments are closed.
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AuthorsAttorney Aric Burch Archives
November 2023
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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.
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