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    Estate Planning Flags #4: Minor Children as Beneficiaries

    Estate Planning Flags #4: Minor Children as Beneficiaries

    FromThompson & Associates

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    Estate Planning Flags #4: Minor Children as Beneficiaries

    FromThompson & Associates

    ratings:
    Length:
    15 minutes
    Released:
    Jun 1, 2018
    Format:
    Podcast episode

    Description

    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
    Released:
    Jun 1, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.