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Estate Law Blogs & News

Planning for end-of-life

Are My Beneficiary Designations A Problem?

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.

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Revocable Trust Agreement

Does Your Estate Plan Need a Will or a Trust?

One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.

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