Patrick Simasko on Muck Rack

Patrick Simasko

Utica
As seen in: Kiplinger, MSN, MSN UK, The Wall Street Journal, MarketWatch, The Street, EIN News, ThinkAdvisor, Wealth Management, Inkl, The Beacon Newspapers
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Articles

Avoid disinheriting your grandchildren

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By Patrick Simasko
| The Beacon Newspapers
Retirement accounts often represent a substantial portion of a client’s estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate planning attorneys are familiar with the routine: The client names their spouse as the primary beneficiary and their children as contingent beneficiaries — focusing solely on the fact that they want their accounts to avoid probate. But what happens if one of those children dies prematurely?
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The Simple Legal Document Families Need to Protect Their Kids (But Don't Know About)

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By Patrick Simasko
| Inkl
(Image credit: Getty Images) Most parents assume that if something unexpected happens to them, a family member can automatically step in and take care of their children when they can't. While that may be true for day-to-day life, it may not be true in an emergency. When parents become unavailable to care for their children due to illness, injury or legal concerns, schools and medical providers require written legal authority before allowing another adult to act on a child's behalf.
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The Simple Legal Document Families Need to Protect Their Kids (But Don't Know About)

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By Patrick Simasko
| Kiplinger
Follow us Add us as a preferred source on Google Get the Kiplinger Newsletter Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up. Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over.
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