Estate Planning and Administration Services Provided: Living trusts, wills, living wills, general durable powers of attorney, health care powers of attorney, irrevocable trusts, design and creation of business entities (FLPs, LLCs, and corporations), business succession planning (including Buy-Sell agreements), asset protection planning, charitable trusts, will and trust administration.

Beneficiary Designations

In this issue of our newsletter we shift our attention to one of the most critical, and often overlooked, aspects of retirement planning. Our lead article considers common pitfalls in the selection of a designated beneficiary.

Learn more about beneficiary designations ...