Category: Elder Law

Yikes! Who did I list as Beneficiary?

yikes-list-beneficiary

Authored by Linda Chamberlain Reviewed and edited by Gregory Glenn Often when an Elder Law attorney meets with a client it includes discussing how the client may want their bank accounts, brokerage accounts, and other assets distributed at death. Many clients are surprised to hear beneficiary designations trump what they have listed in their Last Will… Read more »