A Matter of Trust

All You’ve Ever Worked for May Not Go to Those Named in Your Estate Plan

Episode Summary

This episode discusses beneficiary designations: • Beneficiary deeds • Payable on Deed designations on bank accounts • Naming minors as direct beneficiaries on assets

Episode Notes

This episode discusses beneficiary designations:   

• Beneficiary deeds
• Payable on Deed designations on bank accounts
• Naming minors as direct beneficiaries on assets

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b