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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "beneficiary designations"
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 Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?
0
By Harry Margolis
In Probate, Revocable Trusts
Posted February 11, 2022

Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?

Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]

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 When Should You Review Your Beneficiary Designations?
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By Harry Margolis
In Retirement Plans
Posted September 14, 2020

When Should You Review Your Beneficiary Designations?

When you get a job with benefits, you may well be offered a 401(k) plan and/or life insurance. Even if you’re just getting started in your career, name beneficiaries who would receive these [...]

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 Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?
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By Harry Margolis
In Probate, Wills
Posted July 31, 2020

Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

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 Should I List Accounts with Beneficiary Designations in My Will?
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By Harry Margolis
In Wills
Posted April 10, 2020

Should I List Accounts with Beneficiary Designations in My Will?

Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]

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