Dear Mr. Di Costanzo:  Why do I need a Will or Trust if all my accounts have designated beneficiaries? Beneficiary designations are extremely important and one of the most overlooked tools in an estate plan.  For certain assets, such as retirement accounts, the lack of a designated beneficiary can cause adverse tax consequences.  One…

This is Attorney Advertising. This web site is designed for general information only.
The information presented at this site should not be construed to be formal legal advice nor the formation of an attorney/client relationship.

Show Buttons
Hide Buttons