Exploring the Elements of a Revocable Trust – Part 2A: Beneficiaries – EP. 71 – Life’s Third Act

11/05/2023 29 min

Listen "Exploring the Elements of a Revocable Trust – Part 2A: Beneficiaries – EP. 71 – Life’s Third Act"

Episode Synopsis

Join Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, in part two of exploring revocable trusts. In this enlightening discussion, Mr. Cordell and Mr. Zinkel explore the intricate world of beneficiaries and the crucial aspects surrounding their role in estate planning. Discover the step-by-step process of how a trustee and beneficiary take over, […]

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