A Beneficiary Designation Is an Estate Plan — Educating Clients and Heirs

Publication Year:
2015
Usage 71
Downloads 65
Abstract Views 6
Repository URL:
https://digitalcommons.theamericancollege.edu/faculty/372
Author(s):
Kurlowicz, Ted; Hopkins, Jamie
Tags:
retirement; financial planning; retirement income; estate planning; Finance and Financial Management
article description
There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney