Newman Law Group

Estate Administration & Probate Archives

Can life insurance disputes undermine your estate's privacy?

Although readers may understand that life insurance proceeds generally count toward an estate’s valuation, they may not realize the privacy implications. To protect an estate’s privacy, an attorney that focuses on estate planning might recommend naming a trust as the beneficiary of a life insurance policy, instead of specific loved ones. Otherwise, if a life insurance claim dispute breaks out among potential beneficiaries, the context could become very public.