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Creating a will is only part of the process of ensuring that your property is distributed according to your intentions.  In fact, there are several kinds of assets that are not affected by a will at all.  These include assets such as joint interests in property, life insurance policies, payable/transfer on death accounts, retirement accounts (401Ks, IRAs, annuities, etc.), and assets owned in revocable living trusts.  Many of these assets can only be paid to a beneficiary who is specifically identified in the plan or account.  It is important to understand how these assets will be distributed and how to change the beneficiary if the plan no longer reflects your wishes.  Our estate planning attorneys can help identify and review your non-probate assets and make the necessary changes to update your estate planning scheme.

If you or a loved one is in need of assistance or looking for more information regarding estate planning, call Keen Keen & Good at 610-383-7810 today. We offer free, no-obligation, consultations to determine what steps you can take to provide a more secure future for you and your loved ones.

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