Downs Law Firm, P.C.

Last Will and Testament

Benficiary designations

Why Your Beneficiary Designation Matters?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

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beneficiary designation

Your Life Insurance or IRA has No Beneficiary?

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

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Disinherit

Can I Disinherit Anyone I Want?

So, you’ve decided that a family member won’t be getting an inheritance after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.

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