

At FineMark, we’re dedicated to providing our clients with the highest level of service, presenting them with a comprehensive array of banking, trust and investment offerings, and making a positive difference in the communities we serve.

In previous Dear FineMark conversations, we’ve talked about inheritance, beneficiary designations, and how family dynamics can complicate even the most thoughtful estate plans. Today’s question reminds us that sometimes, it’s not the paperwork that creates uncertainty, it’s the lack of paperwork.