Changing Beneficiaries
We strive to make the process of estate planning and estate administration as simple and straightforward as possible. At American Wills and Estates we speak to our clients in plain English, and we are sensitive to the fact that many of our clients are still grieving the loss of a loved one. Our number one goal is to put our clients at ease and to reassure them with competency and compassion in their times of need.
Estate Planning Mistake #4: Failing to Update Your Beneficiaries Following Life Changes
One of the most common problems we encounter as estate lawyers involve faulty, incomplete or mistaken beneficiary designations. We see over and over again cases where someone has passed away and there surviving spouse or other family members find out to late that they had either never made a beneficiary designation on a particular investment account or insurance policy or... Read More
