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
Attorney at Morris Hall PLLC
Jim has been with MH since 2009, and moved toin 2012.. In 2016 Jim was made a partner at the firm. He has enjoyed his tenure with Morris Hall; helping in their endeavors to protect the estates of each client, providing them with the peace of mind they deserve. Jim has embraced Morris Hall’s desire to provide understandable education throughout Arizona. Jim has provided educational events to many organizations around teaching the importance of proper estate planning, and recently has co-authored two books: Don't Go Broke in a Nursing Home, and Tax-Free Money for Long-Term Care.
Latest posts by James P. Plitz (see all)
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