6 Important Estate Planning Considerations – Part 4: Beneficiary Designations

Now that we’ve covered Long-Term Care, Incapacity, and Children, it’s now appropriate to discuss how 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