Estate Planning 101 – Did You Know?

Estate Planning 101 – Did You Know?    Rhonda Clark 1. Beneficiary Designations & Joint Assets. Your Will and/or Trust does not control assets held jointly with another person or an asset that designates a person as a beneficiary at death. Have you reviewed your beneficiary designations lately? Do you have a contingent beneficiary named … Continue reading Estate Planning 101 – Did You Know?