Protecting Estates.
Protecting Legacies.

Month: July 2019

What are beneficiary designations?

On Behalf of Temmerman, Cilley & Kohlmann, LLP | Jul 29, 2019 | Estate Planning

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...

Requirements for a valid will

On Behalf of Temmerman, Cilley & Kohlmann, LLP | Jul 14, 2019 | Estate Litigation

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...