Legal Advice for Designated Beneficiary — 23 results
Written by attorney Lisa Keylon, about 1 year ago.
I see this happen and really believe it probably is not what Dad thought would happen. Dad worked hard all his life and had a sizable IRA. For ease, let's say it was $500,000. Dad was... more
Written by attorney Erin M. Thrash, over 3 years ago.
Your decisions today will affect your plan tomorrow!
How well your estate plan works may depend on whom you have named as your beneficiaries. If you have not looked at your beneficiary... more
Written by attorney Craig Scalise, over 1 year ago.
Most think our will or living trust transfers all of our assets at death. Those documents, however, have no effect on some of your most important assets. Instead, your beneficiary... more
Written by attorney Martin L Bearg, about 3 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, over 3 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 Laurie G Israel, about 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 Mary Commander, about 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 Kent S Berk, over 2 years ago.
Thanks to a recent change in Arizona law, it is now possible to designate a beneficiary to receive title to a motor vehicle in Arizona upon a person's death. Before, it was not possible to... more
Written by attorney Cecilia A Tsang, almost 3 years ago.
When you purchase a life insurance policy or open a
retirement account, there are always pesky beneficiary designation forms which
must be completed. For estate planning
purposes those... more
Written by attorney Gregory Herman-Giddens, over 4 years ago.
Obtain and Keep Copies Obtain a copy of the beneficiary form for each IRA you own. Name 1st and 2nd Beneficiaries Make sure you have named a primary beneficiary and a secondary (contingent)... more
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