Beneficiary Designation Form: Word of the Week

Written By B. Brittany Scantland-Lall

Beneficiary Designation Form: noun: 1) when properly completed directs assets to your beneficiaries separately from your will or trust [great for gifting to trusted, responsible adults or charities];

2) will trump directions in a will or trust;

3) not a place to name minors

B. Brittany Scantland-Lall
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Estate Planning Word of the Week