Charlotte Wills And Trusts | Charlotte North Carolina Estate Planning

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Do Your Beneficiary Designations and Will or Trust Match Up?

posted: December 6, 2011

Many people think that whatever their Will or Trust says is what goes.  Well, this is somewhat incorrect.  The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make.   For example:  Your money market account you own alone has [...]

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