Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney as explained in this blog by my friend and colleague Steve Hartnett, an estate planning expert. Read on to learn more.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- MYTH:Most People Have a Will and that’s All They Need - October 24, 2021
- The Error Free Estate Plan–Is It Possible? - October 22, 2021
- What is a Donor Advised Fund? - October 20, 2021
