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Choosing people or other entities to receive your assets — such as insurance policy payouts or qualified retirement plan disbursements — when you die is known as beneficiary selection. Having beneficiaries designated for all your assets is a gold standard to strive for.
Our robust approach to estate planning helps you achieve this. Your estate planning attorney will counsel you on all legal aspects of getting your final affairs in order. Because it’s such a critical element of any strategy for asset distribution, your lawyer will advise you on beneficiary designation.
When it comes to ensuring your hard-earned assets reach the heirs you want, it’s key to work with savvy lawyers with a record of favorable outcomes.
Our attention to detail and commitment to getting things right is second to none. With us, you know your estate plan is aligned to your needs, thorough, and well-executed.
Selecting beneficiaries can be a sensitive or emotional part of estate planning. We’re here to support you the whole time — so you can be confident in your decisions.
A beneficiary is a person or entity who receives your assets after you pass away. Identifying a beneficiary ensures your assets are dispersed according to your wishes and simplifies settling your estate.
Most accounts and policies allow you to have more than one beneficiary. You’ll need to specify the amounts or portions each beneficiary should get. The primary beneficiary designation will be the first in line to receive the assets.
Certain assets may have to go through probate, in which case state laws will determine asset distribution. An estate planning attorney can provide clarity around beneficiary selection.
Yes, in most cases you can change beneficiaries at any time. Reviewing and updating beneficiary designations post-divorce is common. Your lawyer can give you legal advice on beneficiaries.
