Primary vs. Contingent Beneficiary
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Primary vs. Contingent Beneficiary
One of the best ways to make sure your assets are handled according to your wishes is to designate both primary and contingent beneficiaries. Learn the difference between the two so you can make an informed decision.
2 months ago
Contingent Beneficiary Explained
Understanding trusts can seem daunting, but it boils down to three key players: the settlor (creator), the trustee (manager), and the beneficiary (recipient). Knowing these roles is the first step to estate planning clarity. #Trusts #EstatePlanning #Settlor #Trustee #Beneficiary #AssetManagement #afortsonlawfirm #personalinjury #Georgia #Louisiana | A Fortson Law Firm, LLC
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Understanding trusts can seem daunting, but it boils down to three key players: the settlor (creator), the trustee (manager), and the beneficiary (recipient). Knowing these roles is the first step to estate planning clarity. #Trusts #EstatePlanning #Settlor #Trustee #Beneficiary #AssetManagement #afortsonlawfirm #personalinjury #Georgia #Louisiana | A Fortson Law Firm, LLC
FacebookA Fortson Law Firm, LLC
7 views1 month ago
🚨 Trust Beneficiary? This Part Matters. (Part 1) One of the biggest misconceptions I see is this: People think all trust beneficiaries have the same rights. They don’t. Your rights depend on what type of beneficiary you are. There’s a BIG difference between being a current beneficiary and a contingent beneficiary — and that difference determines: ✔️ What information you’re entitled to ✔️ Whether you can demand an accounting ✔️ If you have standing to challenge trustee actions If you’re a curren
0:59
🚨 Trust Beneficiary? This Part Matters. (Part 1) One of the biggest misconceptions I see is this: People think all trust beneficiaries have the same rights. They don’t. Your rights depend on what type of beneficiary you are. There’s a BIG difference between being a current beneficiary and a contingent beneficiary — and that difference determines: ✔️ What information you’re entitled to ✔️ Whether you can demand an accounting ✔️ If you have standing to challenge trustee actions If you’re a curren
FacebookJoiner Law Firm
61 views2 weeks ago
Avoid capital gains tax: living trust beneficiary explained
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