Thompson & Associates
Estate Planning Flags #1: Outright Distributions from an Estate
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:20:37
- More information
Informações:
Synopsis
In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. • What is an outright distribution? • Could leaving assets outright to beneficiaries be a mistake?• How do you handle life insurance and retirement accounts?• What are the benefits of an alternative distribution strategy?