Dotting the I’s and Crossing the T’s

Just because you make out your Will does not mean all your property will pass through it. There are certain types of assets that pass outside of a Will, according to contract.

For example, life insurance policies, retirement plans and payable-on-death/ transfer-on-death accounts are all considered “contracts”. The beneficiaries you designate will inherit these assets directly, regardless of what your Will states. It is imperative that you not only make these designations, but also update them after a marriage, divorce, or other major life event. Questions? Concerns?

Contact C&G to assist you TODAY!

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When Time Has Run Out…

We are often contacted by individuals attempting to get power of attorney over a parent, sibling, child or other relative AFTER they have fallen ill- whether it’s on account of Alzheimer’s, a debilita

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