It’s open enrollment season, which means that our law firm, like your company, has recently received notice of its 2023 health insurance coverage options. Having reviewed our firm’s coverage costs, well, let’s hope that 2023 brings good health, and few medical appointments, for my family as well as for yours.
As occasioned by this upbeat topic, in this month’s update I answer a few common estate planning questions that frequently arise in the context of naming beneficiaries on employee benefits. The specific beneficiary designation for Health Savings Accounts (“HSAs”), life insurance policies, and retirement accounts will vary based upon family and state residency circumstances, but a few general principles apply.
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