For your estate planning to work, you need to coordinate your beneficiary designations. Did you name the right beneficiaries on your life insurance, your IRAs and retirement plans, and your bank and brokerage accounts? Did you know that you can also name beneficiaries for your real estate (at least in Arizona) and your vehicles?
Beneficiary designations are a key part of your estate planning. Partners Elizabeth Noble Rollings Friman and Robert B. Fleming discuss the importance of beneficiary designation planning — and a recent Fleming & Curti, PLC, newsletter on the topic.