by LM2 | Aug 12, 2026 | Beneficiary Designation, Estate Planning |
Many people spend real time and care getting their will just right, then assume every account they own will follow those instructions. The surprise is that some of your largest assets do not listen to your will at all. Retirement accounts, life insurance, and certain...
by Christine Brown | Nov 16, 2018 | Beneficiary Designation, Estate Planning |
As a Los Angeles County estate planning attorney, I have seen many unfortunate circumstances where a person goes through the time and expense of having an estate plan created only to fail to update their beneficiaries on their financial or retirement accounts before...
by Christine Brown | Dec 8, 2016 | Beneficiary, Beneficiary Designation, Wills |
Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. A Long Beach Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage...
by Christine | Feb 24, 2016 | Beneficiary Designation, Beneficiary Forms, Estate Planning |
We can't say it often enough: make sure to update your beneficiary designations. Even if you never get divorced or have children, you should still check those designations every few years. Updating beneficiary designations is usually the simplest part of estate...
by Christine | Dec 26, 2015 | Beneficiary Designation, Estate Planning |
Many people fail to change the beneficiaries named in their IRA or retirement plans until it's too late. If you have been divorced and especially if you've remarried, don't give your ex your hard-earned retirement savings. Make sure the beneficiaries on...
by Christine | Oct 6, 2015 | Beneficiary Designation, Widow, Wills |
Any local news broadcast worth its salt has a consumer reporter who takes up the cause of defending consumers who have been ripped off or denied a refund or otherwise unfairly treated. One such report from a Denver station sought to help a widow with a Wells-Fargo...
