Northwest Estate Planning Council

Natalie Perry presented at a Northwest Suburban Estate Planning Council Meeting

Harrison LLP Partner Natalie Perry presented at at breakfast meeting for the Northwest Suburban Estate Planning Council on September 19, 2023.

The session, “Pay Me Now or Pay Me Later” discussed the pros and cons of relying on pay-on-death beneficiary designations and the impact on creditors of asset dispositions using POD accounts as well as alternatives to relying on POD designations and best practices with POD accounts.