Recent Posts in Beneficiary Category

  • Gifting: Good for You and Others

    || 23-Nov-2015

    When you are drafting your estate plan, what better way is there to show your appreciation for someone than giving them a gift ? In some cases, the gifts you give away towards the end of your life may be the saving grace a loved one has needed for quite some time. But the benefits are not only for those you are gifting to, but also for yourself. When an estate is over a particular value in ...
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  • When Should I Change My Beneficiary?

    || 15-Dec-2014

    As estate planning attorneys, we know that beneficiary designations play a key role in the estate planning process. A beneficiary is a person or a legal entity who is entitled to receive proceeds from a trust, retirement account, life insurance policy, transfer on death account, or an estate. A beneficiary can be one or more individuals or organizations, such as a church or charity. Beneficiary ...
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