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What Happens to Your Bank Accounts After Death?

When someone passes away in New York, their loved ones often face uncertainty about accessing financial assets. Bank accounts represent a significant portion of most people’s wealth, yet many families find themselves unprepared for the legal complexities that follow a death. Understanding how different types of accounts are handled can save your beneficiaries time, money, […]...

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beneficiary designation

What is a Beneficiary Designation?

A Guide for Retirees & Estate Planners For Designating Beneficiaries Estate planning is essential when it comes to safeguarding your legacy and ensuring your wishes are honored. One critical yet often overlooked component of estate planning is beneficiary designation. But what exactly does this term mean, and why is it so important?  Whether you’re planning […]...

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