Posts Tagged: estate plan

The Tremendous Importance of Proper Beneficiary Designations in Your Estate Plan

March 17, 2020

By Stephen R. Elville, J.D., LL.M. — Principal and Lead Attorney of Elville and Associates, P.C. Beneficiary designations can make or break an estate plan. Without proper and accurate beneficiary designations, retirement plan assets can flow in unintended ways causing many potential problems including, but not limited to, the following: loss of lifetime stretch out of required …

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Consider the Impact Your Inheritance Will Have on the Beneficiary of Your Estate

October 1, 2015

By: Olivia R. Holcombe-Volke, Esq. Effective estate planning must contemplate not only your own desires or preferences as to whom or what will receive your estate after death, but also what impact that inheritance might have on the beneficiary.  The most common example of why and when this is important is when an intended …

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