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Who Did You Designate As A Beneficiary?

Planning for your kids, your health and your finances is important. Its one of the most important things you can do while you have the capacity to do it. However often, an elderly parent or an aunt is taken advantage of, because they are losing their mental capacity.

At the time that they are most vulnerable, and need to be taken care of, there are predators that prey on them and get themselves appointed as the beneficiary of their pension or their life insurance or their bank accounts. Often the true beneficiaries and close family members do not find out about it till it’s too later. At that point their choices are either walk away from their rightful inheritance, which is hard to do or file a lawsuit. The emotional turmoil can be overwhelming.

Therefore get your paperwork in order and see to it that your estate plan is done right along with your beneficiary designations, as they can override your Will. Let not some error, or oversight or worse unscrupulous person take from you, what rightfully is yours. Let’s get that done. Give us a call if you have any questions or if we can help.