Financial institutions and brokerage firms occasionally recommend that client accounts be structured as joint or beneficiary-designated accounts without full consideration of the impact on the client’s estate plan....more
7/19/2021
/ Beneficiaries ,
Beneficiary Designations ,
Estate Planning ,
Financial Adviser ,
Financial Institutions ,
Life Insurance ,
Payable on Death Clauses ,
Personal Property ,
Retirement Plan ,
Transfer on Death Deed (TOD) ,
Wealth Management
A Power of Attorney is an important estate planning tool that allows an individual (the “Agent”) to act on behalf of another person (the “Principal”) in financial and other matters without involving the probate court. A new...more
11/8/2016
/ Accounting ,
Banks ,
Digital Assets ,
Estate Planning ,
Financial Institutions ,
Gifts ,
Inter Vivos Trust ,
Power of Attorney ,
Recordkeeping Requirements ,
Retirement Plan ,
Verification Requirements