Temmerman, Cilley & Kohlmann, LLP - Estate Planning

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July 2019 Archives

What are beneficiary designations?

When estate planning, you'll need to decide what to do with proceeds from retirement accounts and life insurance policies. In this case, beneficiary designations determine who receives these assets after you die. It's important to understand how beneficiary designations actually work to ensure your estate will be dispersed in the correct manner after you're gone. That's why The Balance offers the following information. 

Requirements for a valid will

Many California residents have an estate plan to ensure their belongings go to their family, friends and charities after they die. If you have a loved one who changed their will frequently, or shortly before they passed away, it may be unclear if the document reflects his or her wishes. At Temmerman, Cilley & Kohlmann, LLP we often assist clients who dispute the validity of a will.

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