Adam Diran Attorney at Law

San Jose California Estate Planning Law Blog

3 common beneficiary designation missteps

Certain types of assets, such as retirement accounts and insurance policies, come with beneficiary designations. These allow a person to name who will benefit from these assets upon his or her death. So, they are important estate planning tools.

It is critical to avoid mistakes when it comes to these tools. Today, we’ll discuss three common missteps people sometimes fall into when it comes to beneficiary designations.

EMAIL US FOR A RESPONSE

Question About Estate Planning?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

brand

551 Stockton Avenue
Suite A
San Jose, CA 95126

Phone: 669-244-3686
San Jose Law Office Map