Based In Tampa, FL|Serving Clients Nationwide
Year-end can be a practical time to check whether your beneficiaries, accounts, estate-planning documents, and financial records still reflect the plan you intended.
Your estate-planning documents may reflect exactly what you want. But do the beneficiary information and records held by your financial institutions support the same plan?
Naming a trust as the beneficiary of a retirement account is only one part of the decision. How the trust is written can affect what happens next—and that's worth reviewing with the right professionals.
