Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Michael J. O’Brien, Estate Planning Attorney (see all)
- Beneficiary Designations and the SECURE Act: Prior Designations - April 16, 2021
- Beneficiary Designations and the SECURE Act Basics - April 9, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - April 2, 2021
