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 Yvonne Novak (see all)
- Retirement: It’s not Just About the Money - June 15, 2019
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care - June 1, 2019
- Basics of Estate Planning: Powers of Appointment – Part 2 - May 25, 2019