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Home » Beneficiary Designations and Other Non-Probate Transfers

Beneficiary Designations and Other Non-Probate Transfers

March 27, 2020 by Stephen Hartnett

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more.

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Stephen Hartnett
Stephen Hartnett
Stephen is a member of the American Academy of Estate Planning Attorneys (AAEPA), a national organization serving the needs of legal professionals concentrating on estate planning. He was on the national Board of Governors for the AAEPA and is the only AAEPA member in Vermont.

His mission is to provide quality estate planning services, including assistance with Living Trusts, Wills, Medicaid Planning, Probate, Trust Administration, Powers of Attorney, Special Needs Planning, and Family Limited Partnerships.
Stephen Hartnett
Latest posts by Stephen Hartnett (see all)
  • What Estate of Marion Levine Means for Life Insurance - April 28, 2022
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Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, life insurance, IRA, retirement plan, bank accounts, brokerage accounts

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