Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more.
Dennis P. Lee is the founder and president of Lee Law Office. He graduated from Creighton University and then received his law degree from the Creighton University School of Law. While in law school he was a staff editor of the Creighton Law Review.
Latest posts by Dennis P.Lee (see all)
- Beneficiary Designations - March 15, 2021
- Beneficiary Designations and the SECURE Act Basics - March 14, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - March 14, 2021
