Tag: beneficiaries
How to Protect Your Family’s Privacy in Your Estate Plan
Posted on December 28, 2023
When creating an estate plan, many people focus on ensuring that their assets are distributed according to their wishes and that their loved ones will be taken care of after they pass away. This is often the primary goal of estate planning, although there are several other considerations that may come into play. Another important aspect of estate planning is protecting your family’s privacy. In the digital age, where information is easily accessible and identity theft is a constant threat, it is crucial to take steps to safeguard your family’s […]
Beneficiaries and Executors: Important Rights and Responsibilities
Posted on April 29, 2021
The process of estate planning allows us to make essential decisions about how our property is passed to beneficiaries. Beneficiaries have certain rights and responsibilities by law, as do those who have been given fiduciary responsibilities. Whether you are drafting a will, or you have been named as a beneficiary or executor in someone else’s will, it is important to understand exactly what these roles entail. In most cases, the creator, beneficiaries, and fiduciaries of an estate plan can benefit from consulting with a skilled estate planning attorney. Choosing Your […]
The Importance of Retaining Representation as a Beneficiary in an Estate Plan
Posted on March 25, 2021
If you have been named as a beneficiary or heir in a loved one’s will or any type of trust, you might be happy to know that the person cared about you enough to include you in his or her estate plan. In many cases, you might be able to receive the benefits intended for you without any hassle. In other situations, however, you might encounter virtually endless obstacles to overcome before you can receive your intended inheritance. When things get complicated, it might be in your best interest to […]
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