Good planning avoids ‘if only’ | Community – Pauls Valley Daily Democrat


"If only" - two words that often express a family's frustration over the tattered family relationships that can result from lack of planning by a deceased parent. It happens all the time – the outcome usually depends on the family relationships and the amount of money or land at stake. That clarification can most often be accomplished via wills that define your wishes; a trust that controls your assets before and after death; or other direct non probate transfers such as the naming of beneficiaries on a Payable on Death account; on insurance policies or retirement plans; and possible use of Transfer on Death Deeds.

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