by Carolyn Duncan | Jul 20, 2026 | Estate Planning, Beneficiary Designations
At Duncan Legal, PC, we often remind clients that creating a will or trust is only one part of a complete estate plan. One of the most common—and costly—mistakes people make is overlooking their beneficiary designation forms. These simple documents can determine who...
by Carolyn Duncan | Jan 9, 2025 | Beneficiary Designations
When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. These designations determine who will receive your assets—such as retirement accounts, life insurance policies, and bank accounts—upon your passing. Keeping them...
by Carolyn Duncan | Aug 20, 2024 | Beneficiary Designations, Estate Planning
Whether it’s an insurance policy you bought years ago, the 401(k) you signed up for on your first day at work, or the IRA you’ve been nurturing for decades, these assets were created to protect your financial future and the well-being of your loved ones....
