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.
- The SECURE Act – the Gift That Keeps On Giving - September 30, 2023
- Understanding the Importance of the Simultaneous Death Act - September 15, 2023
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan - August 15, 2023