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  • About
    • Becoming a Client
    • Our Team
    • Career Opportunities
  • Our Services
    • Estate Planning
    • Elder Law
    • Special Needs Planning
    • Successions and Probate
    • Medicaid & VA Planning
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Archives

Tag Archives for: "beneficiary"
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By Sara Bingham
In General Estate Planning
Posted September 6, 2024

How Beneficiary Designations Can Make or Break Your Estate Plan

As many people already know, a Will is a document that allows someone to specify who they would like their assets to go to after they die. However, a lot of people do not realize that your Will [...]

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 Estate Planning Basics: What Is a Beneficiary to a Will?
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By Linda Melancon
In General Estate Planning
Posted February 28, 2023

Estate Planning Basics: What Is a Beneficiary to a Will?

People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, [...]

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 Can My Family Inherit My Season Tickets?
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By Linda Melancon
In General Estate Planning, Will
Posted June 22, 2022

Can My Family Inherit My Season Tickets?

Understanding Season Tickets as Part of Estate Planning A few days before I sat down to write this month’s column, I was at dinner with my daughter and son-in-law, when the latter excitedly [...]

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 When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan
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By Linda Melancon
In Trusts, Estate Planning Awareness, Revocable Living Trust
Posted February 28, 2022

When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate.  There are a [...]

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