Caution: Potential Unintended Consequences of Beneficiary Designations

Avoiding probate is often a goal of estate planning clients. A Revocable Living Trust is one way to avoid probate. Another strategy is the use of beneficiary designations. When planning for the future, many individuals use beneficiary designations to ensure that their assets are passed on to loved ones upon their death. Whether it’s life […]

Caution: Potential Unintended Consequences of Beneficiary Designations

Caution: Potential Unintended Consequences of Beneficiary Designations Dan McCarthy Law Office blog

Caution: Potential Unintended Consequences of Beneficiary Designations Avoiding probate is often a goal of estate planning clients. A Revocable Living Trust is one way to avoid probate. Another strategy is the use of beneficiary designations. When planning for the future, many individuals use beneficiary designations to ensure that their assets are passed on to loved […]