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 Scott Schomer, Estate Planning Attorney (see all)
- The Problem of Chronic Nursing Home Readmission - October 16, 2018
- Missing Long Beach Woman Highlights the Need for Conservatorships - October 15, 2018
- New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly! - October 14, 2018