Estate Administration & Probate

There are many good reasons to put in place a sound estate plan. Certainty about the transmission of property to the desired beneficiaries in a timely manner is primary. Estate tax considerations and other factors also often play a role. In other words, people in the...

In last week's post, we wrote about the importance of updating beneficiary designations in life insurance policies and on retirement accounts. The reason for doing so is simple: to make sure the designations continue to express the priorities of the policy or account...