In the past, listing a beneficiary designation on your life insurance, was fairly common. Things have changed. On this #WebinarWednesday replay, Estate Planning & Elder Law Attorney shares the many reasons why you shouldn’t use beneficiary designations and the very few reasons why they may actually be a good idea.
This webinar will ask and answer important questions like:
Who is in charge?
Who pays the bills?
Will you pay more taxes?
Will they divide the money according to the Will?
What to do with joint owners?
Got Beneficiary Designations? Should You Call Our Firm?
Using a beneficiary designation may not be the best way to achieve your long-term planning goals. It’s best to discuss your concerns and objectives with a skilled Estate Planning attorney. Feel free to contact our office to schedule a call with a member of our intake team. This call will help you decide if we’re the best firm for your needs. If not, we’ll help you find someone who is.