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Tag: Financial Advisor

We Want to Draft Your Legacy

Does the Executor Control Bank Accounts?

February 15, 2022 •
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
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Surprising Ways Beneficiary Designations Can Damage a Florida Estate Plan

April 3, 2020 •
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
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Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

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