Naming the Beneficiary of Estate

Naming the beneficiary of an estate is an important part of any estate plan.  When a person dies without a last will or intestate, the statutes provided by the person's domicile or home state generally determine who inherit his or her assets.

However, when a person creates a last will or trust, he or she has the opportunity to designate the persons who will be the beneficiaries and contingent beneficiaries of assets.  Thus, designating beneficiary of estate allows a person to fulfill their wishes and desires regarding the disposition of their assets and estate.

I have many years of experience working with clients to assist them with their estate plans that effectively express their personal desires regarding the disposition and protection of assets. At the same time, I work to provide crucial potential tax advantages and security for family and beneficiaries.

To contact me regarding any questions or concerns call (212) 355-2575 or e-mail