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Menu
  • About
    • Attorneys
      • Marla Merhab Robinson
      • Paula Clarkson
      • Kurtis R. Urien
      • Neil Negrete
      • Mark P. O’Brien
    • Paralegals
      • Lorraine Harden-O’Brien
      • Luna Hernandez
      • Kim Lazaro
    • Support Staff
    • Testimonials
  • Legal Services
    • Business Law
      • Employment Law
      • Employment Documents Audit
      • Real Estate
      • Mergers & Acquisitions
      • Entity Formation
    • Estate Planning
      • Probate & Estate Administration
      • Special Needs
      • Estate Tax Planning
      • Business Succession Planning
      • Asset Protection
      • Charitable Planning
      • Life Stages
  • Resources
    • Blog
    • Legal Updates
    • Educational Video Library
    • FAQs
  • Pay Your Invoice
  • Request A Consultation

Tag: ERISA

How to Make Beneficiary Designations Better

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

Divorce, Death and Details: Missteps can Create Estate Planning Disasters

After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.

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