Beneficiary (or "transfer-on-death designations") often have the final word even if you name who you want to inherit your money in a will. The precedence of beneficiary designations over a will means that keeping your beneficiary forms up to date is crucial to comprehensive estate planning.
An average of six out of every ten American adults lack an estate plan. Like a sandcastle washed away, without a plan, the lifetime legacy you’ve built could vanish. When your loved ones grieve, as medical bills mount and deeds gather dust, your final wishes can remain a mystery.
Without other people to act on your behalf, your estate plan wouldn’t exist. Choosing the right legal representatives and beneficiaries for one requires thought and care; they must also be willing to serve in those roles. When you choose them, you should weigh certain factors in your decision.
Please call our office during business hours if you would like to provide a credit card number over the phone.
Our office is in Winthrop, Maine, located approximately 10 miles from Augusta, and 17 miles from Lewiston. We are also available by appointment to meet in the Brunswick/Topsham area and the Waterville area.
