Preferred Company 6-19-20: Chris Olszak

It’s the “Respond Law Report” with Chris Olszak.  Today, Chris is discussing beneficiary designations in the will.  Part of the reason for a beneficiary designation is to have wealth transfer when a person passes away, allowing the beneficiary to defer the income tax and why some clients forget about the non-probation designation.   Also, he will explain changes in situations such as divorce, life insurance updates, second or third marriages or pre-nautipaul agreements and the impact on the beneficiary designation.  Your hosts of Preferred Company are Joel Markel and Fran Holinda.  Listen to Preferred Company every weekday from 8 to 10 a.m. on Beach Radio 1160 and 1310 and 9 to 10 a.m. on 1450 WCTC.   You can listen anytime by enabling the Preferred Company skill.  Just say “Alexa, open Preferred Company”!

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