Tag: Designations

We Want to Draft Your Legacy

When Should You Update Your Estate Plan?

October 26, 2021
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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Does a Beneficiary on a Bank Account Override a Will?

August 12, 2021
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
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Does a Will Supersede a Beneficiary Form?

January 25, 2021
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
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