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*   Member New Mexico, New York and Massachusetts Bars  *   American College AEP  Candidate    *     Board Member NM Estate Planning Council    *   Rotary Del Norte - Albuquerque   *    Trusted Advisors Network   *    American Business Women's  Association    *    Wealth Counsel .   *

 

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CONTACT US:  505-835-6580

EMAIL:  Karin@Fosterlegaladvisorygroup.com

Office Address:  100 Sun Avenue, Suite 605,

                        Albuquerque, NM 87109

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

Although not part of the ‘direct estate,’ beneficiary designations are an important part of a person’s overall estate. So when changes occur in a person’s life, especially something as momentous as a divorce, it is especially important that changes are made to the beneficiary designation forms.  With the rising prevalence of divorce, this issue rece...

July 24, 2018

He left all his money to her?!?!

Building assets for retirement may seem like challenge enough, but designating beneficiaries to inherit those assets can bring an entirely new set of considerations into the mix.

While it may seem simple to use the first name that comes to mind (a spouse, a  child or a sibling) on the beneficiary designation form, you...

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(505) 835-6580 - ABQ

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Karin@fosterlegaladvisorygroup.com

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