Trusts as beneficiaries.
Passing It On: Estate Planning for Families · Michael Pevney
June 28, 20242m 16s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com sometimes we want to name a trust as a beneficiary of certain financial accounts, but sometimes we might want to name a trust as that beneficiary. When it comes to retirement investments, speak to your estate, planning, lawyer, your financial advisor, and your accountant about how best to title those beneficiaries. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty