Estate Planning

What are beneficiary designations?

Beneficiary designations allow you to name someone to receive a specific asset when you die. Sometimes this is referred to as a beneficial designation, or pay-on-death designation, or transfer-on-death designation. Making a beneficiary designation can be useful...

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I am not “rich” so do I need a will?

One question you may have had is why you need a will if you are not “wealthy” or “rich.” Many people have the misconception that just because they have modest estates that their assets will somehow pass to their heirs without much time or cost. Some people also tend...

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