Beneficiary Rights Quotes

The role of a trustee is to ensure beneficiaries get the best returns, without the trustee benefitting.

Wills are trumped by legal titles to real estate or beneficiary designations on financial accounts, retirement plans and insurance policies.

I want to be clear here: It does not matter what you say in your will or trust; the beneficiary document attached to your IRA accounts and your life insurance policy overrides what you say elsewhere. If you want to change the beneficiary, you must change the beneficiary document.

After Huguette Clark died in 2011 at age 104, 19 relatives challenged her will, claiming she was mentally ill and had been defrauded by her nurse, attorney and accountant.

I don't believe we ought to discriminate against people because of their sexual orientation. If people are in a same-sex relationship, and they want their partner to be able to have health benefits or be designated as a beneficiary in your life insurance, there's no reason we shouldn't do that.

For I, hearing my Lord's estate amongst many more estates was to be sold, and that the wives of the owners should have an allowance therefrom, it gave me hopes I should receive a benefit thereby.

Fiduciaries are people who hold legal obligations of trust, like a trustee of a trust. A trustee must act in the beneficiary's best interests and not his own. If the trustee fails to do that, the trustee can be removed, even if what the trustee has done is not a crime.

Similarly, the problem of the rights of the state in the disposition of inheritances left by individuals presents social aspects of the first importance.