Category Archives: charlotte wills and trusts

Do Your Beneficiary Designations and Will or Trust Match Up?

By Sabrina Winters

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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