Beneva – Tips, Traps & Considerations of Beneficiary Designations (Beneva hosted)
1 CE Credit CLICK HERE TO REGISTER A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will ...
