Episode Details
Back to EpisodesTrusts as beneficiaries.
Published 1 year, 11 months ago
Description
Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
sometimes we want to name a trust as a beneficiary of certain financial accounts, but sometimes we might want to name a trust as that beneficiary. When it comes to retirement investments, speak to your estate, planning, lawyer, your financial advisor, and your accountant about how best to title those beneficiaries. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
www.ocestateplanlawyer.com
sometimes we want to name a trust as a beneficiary of certain financial accounts, but sometimes we might want to name a trust as that beneficiary. When it comes to retirement investments, speak to your estate, planning, lawyer, your financial advisor, and your accountant about how best to title those beneficiaries. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty