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Estate Planning Pitfall – A beneficiary designation or joint title overrides your will

$225.00

SKU: IEPon134. Category: .

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Abstract: Inattention to beneficiary designations and jointly held assets can quickly unravel an estate plan. Many don’t realize that their will doesn’t control the disposition of “nonprobate assets,” such as life insurance policies, retirement plans and IRAs, jointly owned real estate, joint bank or brokerage accounts, payable on death (POD) accounts, and transfer on death (TOD) securities. This article explains how to better control the disposition of assets.

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