DAL Law Firm: Banks and Beneficiary Designations in Estate Planning

DAL Law Firm: banks and beneficiary designations in Estate Planning - The Waterland Blog

DAL Law Firm: banks and beneficiary designations in Estate PlanningWhen you are creating an estate plan, beneficiary designations on bank accounts are one of the most important details to review, and sometimes one of the most commonly overlooked. These designations play a powerful role in determining where your money goes after you pass away.Many bank accounts allow you to name a beneficiary, also called a payable on death beneficiary. When prop…

DAL Law Firm: banks and beneficiary designations in Estate Planning

DAL Law Firm: banks and beneficiary designations in Estate PlanningWhen you are creating an estate plan, beneficiary designations on bank accounts are one of the most important details to review, and sometimes one of the most commonly overlooked. These designations play a powerful role in determining where your money goes after you pass away.Many bank accounts allow you to name a beneficiary, also called a payable on death beneficiary. When prop…