Designating a beneficiary on your investments or IRA is more than just a name.  Learn about different scenarios that might cause you to think twice about who is named as beneficiary of your financial assets.

Designating a beneficiary on your investments or IRA is more than just a name. Learn about different scenarios that might cause you to think twice about who is named as beneficiary of your financial assets.

Naming Beneficiaries

Julian Gray Associates is a Pittsburgh based law firm that specializes in elder law, estate and disability planning.  Julian will explore questions asked by people like you! Send your questions to <a href="mailto:AskJulian@grayelderlaw.com">AskJulian@grayelderlaw.com</a> and it may be used on a future podcast.  If you, or a loved one needs help, visit grayelderlaw.com to schedule your no obligation consultation today.

Business

Julian Gray Associates is a Pittsburgh based law firm that specializes in elder law, estate and disability planning. Julian will explore questions asked by people like you! Send your questions to AskJulian@grayelderlaw.com and it may be used on a future podcast. If you, or a loved one needs help, visit grayelderlaw.com to schedule your no obligation consultation today.

Julian Gray Associates is a Pittsburgh based law firm that specializes in elder law, estate and disability planning.  Julian will explore questions asked by people like you! Send your questions to <a href="mailto:AskJulian@grayelderlaw.com" rel="noopener noreferrer">AskJulian@grayelderlaw.com</a> and it may be used on a future podcast.  If you, or a loved one needs help, visit grayelderlaw.com to schedule your no obligation consultation today.

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Naming Beneficiaries

Naming Beneficiaries