Course for financial professionals

Coordinating Beneficiary Designations: Who is on First

February 12th, 2019 12:00 pm - 1:00 pm
Location: Meredith Law Firm, PC
10200 Grogan's Mill Road, Suite 220
The Woodlands, Texas
Fees: Complimentary Lunch will be served
For many of our families their largest assets will be distributed to the beneficiaries named on the Beneficiary Designation form. We want to make sure these designations are consistent with the client's Will or Living Trust, and it is of vital importance that these designations are reviewed periodically. This session will focus on some common, and not so common, designations and important issues to be looking for.
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