Thompson & Associates
Estate Planning Flags #4: Minor Children as Beneficiaries
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:14:54
- More information
Informações:
Synopsis
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