More Problems with Beneficiary Designations -- Usually Beneficiary Designations Take Precedence Over Your Estate Planning Documents, But Sometimes They Don't
Q. My friend, who is going through a divorce, is convinced that if he updates his estate planning documents, he can leave his beneficiary designations alone and once he removes his ex-wife from his estate planning documents, then she will be removed from
everything. I am pretty sure that in his situation, he should update both the estate planning documents and the beneficiary designations, because if she is still on the beneficiary forms, everything will still go to her. Am I correct, and if so, how can I convince him? Thanks for your help!
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How Estate Planning Helps You and Your Caregiver
Dear Angel, I have Parkinson’s and need lots of care, and I know things are just going to get
tougher. My sister is my caregiver who helps me full-time. I heard that getting my estate planning and long-term care planning in order will not only help me, but will help her, as my caregiver. If that’s true, how so? Thanks for your help! Estee Tuplan
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