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
Latest posts by Amy Nowaczyk (see all)
- The Sky Isn’t Falling - February 1, 2022
- 2022 Medicaid Spousal Allowances Update - January 27, 2022
- 2022 IRA RMDs Have Been Reduced - January 26, 2022