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
- Spring Summit 2022: Celebrating Friendship in the Lone Star State - July 5, 2022
- Do it the Right Way - June 30, 2022
- Keep Your Cake – And Eat It, Too! - June 29, 2022