Downs Law Firm, P.C.

Probate

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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Sweetheart Will

Do I Need an Attorney for Probate?

A competent elder law or estate attorney can keep the estate process on track, and knows of provisions like family allowances, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

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