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
If you need assistance with beneficiary designations, Morris Hall can help you. Contact our office by using our contact page or reach out to our team at (888) 222-1328.
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