Name: CHOOSING BENEFICIARIES - WHAT SHOULD LOOK FOR?
Uploaded: 2022-08-12T16:51:04+00:00
Duration: 8 min 6 s
Description: What you should you look for in estate planning covers the types of beneficiaries that you may want to consider giving your assets to after you are gone. The factors to consider in your selection are

3 years ago

What you should you look for in estate planning covers the types of beneficiaries that you may want to consider giving your assets to after you are gone.

The factors to consider in your selection are covered in detail. What to do when gifting pension plans, annuities and life insurance. What if your beneficiary is under age 18 or can not personally manage money? Consider who is dependent on your income or assets at this time. It is similar to what you do every year at Christmas when you are planning your gift giving.
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Rex L. Crandell Firm
3000 Citrus Circle Suite 207
Mail: P O Box 30305
Walnut Creek, CA. 94598
(925) 934-6320
(800) 464-6595
E-Mail: [email protected]
https://www.taxrexcrandell.com;
https://www.RexCrandell.com;