IN THE NEWS: Patricia Beauregard Quoted in WSJ Article About Coordinating Beneficiary Designations With Overall Estate Plans
July 6, 2011
In "Beware the Beneficiary Form: Naming the Wrong People or Failing to Update Documents Can Create a Mess for Your Heirs," Wall Street Journal reporter Carolyn Geer writes about how common mistakes and failing to update documents can have unintended results for investors planning their estates. Pullman & Comley Trusts & Estates Patricia Beauregard was quoted about how choosing different beneficiaries for different accounts can lead to the uneven distribution of assets.
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