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
Randall “Randy” Holmgren’s practice focuses exclusively on estate planning, asset-protection planning, and business succession planning.
Randy has presented hundreds of lectures, seminars and workshops on estate planning, asset protection and business succession.He is a frequent presenter at colleges, universities, conventions, financial institutions and church and social groups.
Randy has presented hundreds of lectures, seminars and workshops on estate planning, asset protection and business succession.He is a frequent presenter at colleges, universities, conventions, financial institutions and church and social groups.
Latest posts by Randall Holmgren (see all)
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations - June 1, 2018
- Retirement: It’s not Just About the Money - May 1, 2018
- Estate-Tax “Portability” — Oasis or Mirage for Larger Estates? - March 19, 2015
