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    Estate Planning Flags #1: Outright Distributions from an Estate

    Estate Planning Flags #1: Outright Distributions from an Estate

    FromThompson & Associates

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    Estate Planning Flags #1: Outright Distributions from an Estate

    FromThompson & Associates

    ratings:
    Length:
    21 minutes
    Released:
    Jan 11, 2018
    Format:
    Podcast episode

    Description

    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?
    Released:
    Jan 11, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.