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)
- Is Your IRA Part of Your Estate Plan? - April 24, 2023
- Keep Your Estate Plan Current at All Times - April 20, 2023
- Is Joint Tenancy a Good Estate Planning Solution? - April 17, 2023