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
Barry H. Zimmer founded Zimmer Law Firm in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. His goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment.
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