DiscoverSolutions to goWhat’s in a name? Understanding beneficiary designations.
What’s in a name? Understanding beneficiary designations.

What’s in a name? Understanding beneficiary designations.

Update: 2024-06-25
Share

Description

In this episode, Peter Ward discusses the importance of beneficiary designations for estate planning with lawyer and tax specialist Nawel Izard. They explore the significance of naming beneficiaries on assets, the benefits of bypassing probate, the considerations for minors as beneficiaries, and the importance of careful planning to ensure assets are distributed according to one's wishes. The conversation focuses around the need for proactive and informed decision-making in estate planning that can help to avoid potential complications and ensure assets are passed on as intended.
Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

What’s in a name? Understanding beneficiary designations.

What’s in a name? Understanding beneficiary designations.

Nawel Izard, Peter Ward