Protecting Your Children’s Inheritance A guide to smart beneficiary planning for minor children and grandchildren

Many families make a well-intentioned but potentially costly mistake: naming their minor children
and grandchildren as direct beneficiaries of their investment accounts. While you’ve worked
diligently to build wealth for your family’s future, designating minors as beneficiaries can trigger
complex legal proceedings and thousands in avoidable expenses. Instead of ensuring a smooth
transfer of assets to the next generation, this common oversight may create significant
complications for your loved ones.

The Estate Planning Insight article below details what every family should understand before making this crucial financial decision.

Read the Article HERE