Estate Planning Flags #1: Outright Distributions from an Estate
Thompson & Associates
English - January 11, 2018 00:00 - 20 minutes - 19.9 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP
Next Episode: Estate Planning Flags #2: Self-prepared Estate Plans
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?