This episode discusses beneficiary designations:
- Beneficiary deeds
- Payable on Deed designations on bank accounts
- Naming minors as direct beneficiaries on assets
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
