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.
Latest posts by Daniel DeBruyckere (see all)
- Income Tax Basis in Estate Planning – Part 2 - June 21, 2018
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets - June 14, 2018
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations - June 12, 2018