Family Wealth Series
How Beneficiary Designations Work, and Why the Will May Not Control Them
The Family Wealth Series, No. 03 · October 2026 How Beneficiary Designations Work, and Why the Will May Not Control Them What the beneficiary form on a retirement account, life insurance policy, or bank account dictates, and what happens when a beneficiary...
The Documents Are Only Part of the Plan
The Family Wealth Series, No. 01 · July 2026 The Documents Are Only Part of the Plan Where carefully-crafted estate plans can unravel, how to organize the documents and assets, and coordinate among various professionals.I. The Estate Planning Questions...