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Company Benefit Plan Designations Can Lead To A Huge Estate Planning Blunder

Posted On April 22, 2019 By Clarfeld

Not all of your assets are controlled by your will; it's imperative to revisit titling of assets or named beneficiary designations, which pass outside of the probate estate, to assure intentions are properly reflected.

Source: https://www.forbes.com/sites/robclarfeld/2019/04/22/company-benefit-plan-designations-can-lead-to-a-huge-estate-planning-blunder/#4730e98a4fb5

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