New York's Asset Protection Roundtable

Ep12: Beneficiary Designation - The Halfway House Estate Plan


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Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

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New York's Asset Protection RoundtableBy Ted Alatsas

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