When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring out to whom they want those assets to pass. While those things matter, thinking about the intended beneficiary and their individual circumstances also matters. Certain types of beneficiaries require additional planning. Read on to learn more.
Latest posts by Compliments of Bier Law (see all)
- What Happens When You Don’t Trust Your Trustee – Part II - March 8, 2023
- What You Need to Know About SECURE Act 2.0 - February 22, 2023
- What Happens When You Don’t Trust Your Trustee – Part I - February 8, 2023
