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 Raymond German, Estate Planning Attorney (see all)
- Retirement: It’s not Just About the Money - August 16, 2018
- Is a Professional Trustee a Better Option? - August 14, 2018
- 6 Important Estate Planning Considerations – Part 6: Taxes - August 9, 2018