Category Archives: Beneficiary Designations

Mistakes to Avoid in Beneficiary Designations

Posted on August 21, 2014 by Roger Billings

Many conscientious estate planners, who prepare careful and complete estate plans, give little thought to beneficiary designations for retirement accounts or life insurance policies. Sandra Feingerts of the Fisher & Phillips law firm has prepared a useful list of mistakes … Continue reading →






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Adding Your Child to Your Bank Account is Not Such a Great Idea

Posted on July 23, 2014 by Roger Billings

A common means of avoiding probate is to put your child’s name on all of your accounts. This can create some serious problems, not least of which is if a creditor goes after your child’s assets and is able to … Continue reading →






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Crucial Beneficiary Designations

Posted on October 28, 2011 by Roger Billings

  Beneficiary designations are an increasingly important element of estate planning. They can help to avoid probate, but they can also stir up disputes if not part of a coordinated estate plan. It is not enough to specify heirs in … Continue reading →






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