The Crucial Time to Revise Your Estate Plans After Major Life Events
Автор: Cohen Pollock Merlin Turner
Загружено: 2026-02-10
Просмотров: 20
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Join attorneys Claire Mattson and Bruce Walker as they discuss the intricacies of beneficiary designation forms and their role in estate planning.
See how these forms can efficiently transfer assets upon your passing, the types of accounts that allow for beneficiary designations, and the potential pitfalls of relying solely on them for estate planning.
Claire and Bruce also discuss the importance of regularly updating these forms, especially after major life events, and how trusts can be used as beneficiaries to provide more control over asset distribution.
Whether you're planning for the future or dealing with an urgent situation, this video provides essential insights to help you navigate the complexities of estate planning.
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