Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Special Alert to Existing Clients and Potential Clients June 3, 2016 by Evan H Farr, CELA, CAP YOUR LIVING TRUST MAY HAVE OUT OF DATE PROVISIONS AND NEED TO BE REVISED AS SOON AS POSSIBLE. A once-popular estate planning tool, called a "Credit Shelter Trust” or – also called a "Bypass Trust" or a "Family Trust” -- may now … [Read more...]