Elder Talk

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of the speed bumps that can occur when you designate someone as a beneficiary in a will. Susan tells the story of a couple and the controversy surrounding the late wife’s pension fund and which family member or members she named as the beneficiary or beneficiaries The post The Importance of Naming a Beneficiary [Episode 99] appeared first on Cordell Planning Partners.