Tag: beneficiaries


Keeping a trust a secret could violate state law

If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them a secret. For example, you may be concerned that, if your children or other beneficiaries knew about the trust, they … Read More »


The wrong life insurance beneficiary can wreak havoc with your estate plan

Life insurance can be a powerful financial and estate planning tool, but its benefits may be reduced or even eliminated if you designate the wrong beneficiary or fail to change beneficiaries when your circumstances change.

Here are common pitfalls to avoid:

Naming … Read More »

November 10th

Estate Planning Briefs. Comments Off on The wrong life insurance beneficiary can wreak havoc with your estate plan

HOBERMAN & LESSER, LLP