Search Results for: beneficiary designations

More Problems with Beneficiary Designations — Usually Beneficiary Designations Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t

Note: This article is Part 3 in a series on the Problems with Beneficiary Designations. Links for the prior two articles are below and at the bottom of this article. Please click here to read Part 1 and please click here to … [Read more...]

Problems with Beneficiary Designations Part 2

Q. Last week, you wrote about why inheritance sometimes goes unclaimed, and how it’s a lot less likely when you have a trust in place. I read something about the downsides of beneficiary designations naming individuals and how … [Read more...]

There’s $100 Billion of Unclaimed Property — How to Claim Your Share: Problems with Beneficiary Designations Part 1

Q. I read somewhere that there is over $100 billion of unclaimed property. How is this possible? How is it that so much property goes unclaimed? Is there a way that I can check to see if any of that belongs to me? And how can I … [Read more...]

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