Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations avoid probate, they may introduce other problems. This article shows how a revocable trust can provide a more flexible way to achieve a client’s goals.
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
Joshua K. Crawford (Josh) is the Managing Partner at Kulas Crawford & Smith, where he helps families navigate Estate Planning and Elder Law with clarity and care. A proud graduate of the Florida State University College of Law, where he finished in the top 8% of his class, Josh has guided thousands of families in protecting what matters most. He’s passionate about making the estate planning process simple, personal, and stress-free for every client... Read More!
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