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(732) 972-6700

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(212) 685-6629
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Tag: Estate Administration

How to Make Beneficiary Designations Better

Posted on September 8, 2020 | by Tom

“Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.”

Beneficiary designations supersede all other estate planning documents, so getting them right makes an important difference in achieving your estate plan goals. Mistakes with Continue reading →

Posted in Estate Planning | Tagged Beneficiary, Estate Administration

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New Jersey Office
195 Route 9 South, Suite 204, Manalapan, NJ 07726
(732) 972-6700

New York Office
425 Madison Avenue, Suite 902, New York, NY 10017
(212) 685-6629

Serving clients in Manalapan, NJ, Monmouth County, Ocean County, Middlesex County, Freehold, Marlboro, Monroe Township, Toms River and surrounding areas.
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