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Tag Archives: beneficiaries

Beneficiary Designations: An Important Part of Your Estate Plan

Updating your beneficiary designations is just as important as creating an estate plan. Too often we find that beneficiary designations are either out of date or missing completely which can cause disastrous problems.

The Importance of Estate Planning

Several posts ago, the two approaches to elder law were introduced: the proactive and the reactive approach. As I mentioned, the proactive is less costly and more time efficient, and avoids potential legal difficulties in the future. This approach includes the preparation of several important legal documents. Recently, I have spent time explaining powers of […]