Learn how to structure an estate plan using strategies other than trusts, such as beneficiary designations (including TODI), joint ownership with rights of survivorship, and good old fashioned Wills. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Structuring Estate Plans Without Trusts: The Joys of Willing, Beneficiary Designating and Jointly-Titling Almost Anything!
Not every client wants or needs a trust. Learn how to structure an estate plan using other strategies such as beneficiary designations (including Transfer-on-Death Instruments for real estate), joint ownership with rights of survivorship, and good old fashioned Wills.
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago