Thompson & Associates

Estate Planning Flags #4: Minor Children as Beneficiaries

Informações:

Sinopse

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss minor children as beneficiaries:• Why naming a minor as a beneficiary is an estate planning red flag• What happens when a minor receives an estate distribution• Appropriate times or situations to name a minor as a beneficiary• Available options when leaving an account or asset to a minor