• What’s in a name? Understanding beneficiary designations.

  • 2024/06/25
  • 再生時間： 30 分
  • ポッドキャスト

What’s in a name? Understanding beneficiary designations.

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  • 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.
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あらすじ・解説

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.
個人ファイナンス 経済学 心理学 衛生・健康的な生活 個人的成功
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