Tag: Beneficiary Designations

We Want to Draft Your Legacy

What’s the Difference between Per Stirpes vs. Per Capita in Estate Planning?

February 25, 2021
Here’s a closer look at what per stirpes vs. per capita means.
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Do I Assume My Parents’ Timeshare when They Die?

February 1, 2021
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
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How to Use Joint Accounts and Beneficiary Designations

January 7, 2021
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
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Zappos CEO had No Will and That Is a Mistake

January 5, 2021
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
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What Happens If You Fail to Submit a Change of Beneficiary Form?

December 14, 2020
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
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How Do Joint Accounts and Beneficiary Designations Work in Estate Planning?

November 26, 2020
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
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Does My Estate Plan Need an Audit?

October 21, 2020
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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Reviewing Your Estate Plan Protects Goals, Family

October 20, 2020
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
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How Do I Find a Good Palm Beach Gardens Estate Planning Attorney?

September 23, 2020
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
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Do I Need More Than a Florida Will?

September 18, 2020
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
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