NOVATO — Host, Sarah Rutan: Whether you have or are planning to make a legal will or trust, you’ll need to know some important guidelines regarding beneficiary designation. Today we’re in Novato with Carl Lundgren of Mitchell & Mitchell Insurance Agency to learn more.
Diamond Certified Expert Contributor, Carl Lundgren: When I’m talking about beneficiary designations, I’m talking about the people or entities that you designate on a financial document. These are the people who will receive the proceeds when you pass away. Ideally, you would have an attorney review those documents from time to time. Especially if you have a trust, because a trust, and those documents, might be inconsistent in how they ready, Read more