Legal Advice for Designated Beneficiary — 21 results
Written by attorney Martin L Bearg, almost 4 years ago.
Many types of investments permit the owner to designate and
specific individual or class of individuals (my children) to inherit the asset
upon the death of the owner. It doing estate... more
Written by attorney Brian F. Johnson, about 4 years ago.
One of the most overlooked
parts of the estate planning
process is ensuring that
accounts or insurance policies
have the proper beneficiary designations.
A beneficiary designation
Written by attorney Suzanne Griffiths, over 4 years ago.
Definition of a Designated Beneficiary Agreement Married couples in Colorado are granted a wide variety of rights and responsibilites. Designated beneficiary agreements allow unmarried... more
Written by attorney Laurie G Israel, over 4 years ago.
You may have drafted your last will and testament, and perhaps other documents such as health care proxies and powers of attorney. You may think you are done with your estate plan. You... more
Written by attorney Jonathan Millet, 10 months ago.
Using joint accounts and beneficiary designations in Arizona can often create unintended consequences. This guide discusses some of the issues. What could go wrong if I list someone else as... more
Written by attorney Zev Brooks, over 1 year ago.
As an estate planner and probate practitioner, it is commonplace to see people take advantage of pay on death designations on their bank accounts and other assets by naming their loved ones... more
Written by attorney Mary Commander, over 3 years ago.
Divorce Revokes Beneficiary Designations in Virginia
By statute,upon the entry of a decree of annulment or divorce
from the bond of matrimony on and after July 1, 1993, any revocable... more
Written by attorney Rebecca Evans, 4 months ago.
This guide describes a newer type of beneficiary designation in Virginia -- one for your real estate! Trying to Avoid Probate There are multiple ways to attempt to avoid probate including... more
Written by attorney Dera Johnsen-Tracy, 6 months ago.
Estate planning truly is the ultimate gift for your loved ones, and a comprehensive estate plan should always include a review of the titles and beneficiary designations for all assets to... more
Written by attorney Thomas Dallas, over 2 years ago.
Retirement Planning: What is a Designated Beneficiary?
A "Designated Beneficiary" is a term of art under the Internal Revenue Code. It does not mean the individual or entity that you have... more
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