Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations avoid probate, they may introduce other problems. This article shows how a revocable trust can provide a more flexible way to achieve a client’s goals.
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- Decisions Beyond Possessions: Key Figures in Estate Planning - September 28, 2023
- Pet Trusts: Ensuring Your Pets Are Taken Care Of - September 27, 2023
- The Power of Health Care Directives - September 26, 2023