Archive for the Beneficiary Category

How to Preserve Benefits Eligibility for Your Heirs

You may have seen our recent article about Receiving an Inheritance While on Medicaid in our Elder Law News and Updates Newsletter.  That article was an excellent primer on some of the potential problems that can arise when a Medicaid recipient receives an inheritance.  This article is […]

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Avoid This Common Mistake: Failure To Update Account Beneficiary Designations

It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do.  You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]

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