Legal Question in Wills and Trusts in New York

Investment Beneficiary and/or Inheritance

If a beneficiary has been named in an investment, is it also appropriate/necessary to name the person and specific investments in one's will?


Asked on 2/19/06, 9:19 am

2 Answers from Attorneys
Stephen Loeb Law Office of Stephen R. Loeb

Re: Investment Beneficiary and/or Inheritance

While it is not necessary, there is no reason not to do it.

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Answered on 2/20/06, 10:11 am
Rudolf Karvay Berkman, Henoch, Peterson, Peddy & Fenchel, P.C.

Re: Investment Beneficiary and/or Inheritance

Although it may be done, it is not necessary.

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Answered on 2/19/06, 9:32 am


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