Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 8, 2019 by Michael J. O’Brien, Estate Planning Attorney

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.

“Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.”

jim–

“Michael was insightful about our estate planning needs, timely in responding to our questions, and flexible about coming up with helpful suggestions.”

tom–

“Personal, professional service and follow up. Did what he said he would do at the agreed price.”

paul–

“Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.”

anonymous–

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Monday	9:00 AM - 5:00 PM
Tuesday	9:00 AM - 5:00 PM
Wednesday	9:00 AM - 5:00 PM
Thursday	9:00 AM - 5:00 PM
Friday	9:00 AM - 5:00 PM