Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more.
Latest posts by Cesar Gil (see all)
- How Can a Special Needs Trust Trustee Spend the Money? - April 1, 2021
- “Last Will and Testament” Origin - April 1, 2021
- Using Disclaimers to Achieve Client Goals: Double Disclaimers - April 1, 2021