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Why Not to Name Beneficiaries on Your Accounts

By: Ellen S. Morris, Esq., and Howard S. Krooks, Esq., CELA, CAP

Elder Law Associates Newsletter dated December 18, 2019

Should you add a beneficiary to your bank or investment accounts or not? Sounds like a simple question, right? Of course you want your assets to go to the person you select. However, it might not turn out the way you intended. If you have an estate plan or you’re thinking of setting up your estate plan this year, you need to watch this important video below from Ellen and Howie about beneficiary designations.

If you have any questions about your beneficiary designations or would like to make any changes or set up your estate plan, contact us today to schedule a consultation with one of our attorneys for further guidance. Click here to watch this short video from Ellen and Howie.