Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Beneficiary Designation 3 Things to Remember About Passing Assets to a Financially Irresponsible Beneficiary Sometimes creating an estate plan means more than just simply designating who will receive your assets. Instead it sometimes becomes … December 9, 2020 2 MIN READ