Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Does Estate Planning Include Financial Planning, and Should Your Estate Planning Attorney Also Be a Financial Planner? April 19, 2024 by Evan H Farr, CELA, CAP When you go through the legal process of Estate Planning, this includes you deciding: (1) who you want to receive any real estate, savings/investments, tangible personal property, and other assets of yours after your death; (2) … [Read more...]