Offered by Dolan & Associates, P.C. Here is the final segment of the top 10 common mistakes people make when they die: Misunderstand Beneficiary Designations. Beneficiary designations are often used in planning but can have unintended consequences if misunderstood. Beneficiary designations override the instructions left in your will or trust. They also do not allow… Read more »
Posts Tagged: 10 Mistakes People Make When Dying
10 Mistakes People Make When Dying (Part 2 of 3)
Offered by Dolan & Associates, P.C. Below is the continuation of the top 10 common mistakes people make when they die. Focus on Taxes. Spending too much time and energy focusing on tax implications and overlooking critical family issues that arise upon death can cost you and your family much more than what you would… Read more »
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