by Joel Roettger | Jul 11, 2017 | Estate Planning, Retirement Assets
Beneficiary designations trump a will. Tennessee has a statute on it: If a person… designates… a payee or beneficiary to receive payment of the money, securities, or other property upon death of the person making the designation…, the right of the...
by Joel Roettger | Apr 12, 2017 | Estate Planning, Probate
Another case reiterates the primacy of beneficiary designations over other evidence of a decedent’s intent. The situation is tragic, but the result is wholly predictable. Wife and Husband were the parents of a 12 year old Son when they were both diagnosed with...
by Joel Roettger | Mar 10, 2017 | Estate Planning, Probate
Husband and Wife were in the midst of divorce proceedings when Wife died. Prior to her death, the parties executed a separation agreement dividing their marital assets. Under the agreement, Wife was to retain the couple’s residence in Tennessee, as well as an IRA....
