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)
- Why Planning Ahead Matters – Death Is Expensive - September 19, 2019
- Are You a Vietnam Vet? If So, What You Need to Know about Veterans Benefits and Help for PTSD - September 17, 2019
- What Is a Spendthrift Provision in a Trust? - September 12, 2019