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
Daniel DeBruyckere
Attorney Daniel A. DeBruyckere has been practicing law in New Hampshire and Massachusetts since 1998, and has helped hundreds of clients with their estate planning and elder care issues. He is very well respected in the area of estate planning, probate, trust administration, elder law issues, and business planning.
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
