17 Min.
What happens when you name a minor child as a beneficiary? Financial Roll Call with James Fay
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- Geldanlage
Should I name my children as beneficiaries? This is a question that is asked often. You should know that if your children are still minors, you need to take additional steps if you choose to name them as beneficiaries.
During this episode of Financial Roll Call, host James Fay welcomes back expert estate planning attorney Michele Clark to educate our listeners and the law enforcement community on this very important topic. Michele has previously been on several episodes of this podcast, educating us on various estate planning topics, and she does a great job of breaking down the process of naming your minor children as beneficiaries on this episode.
A key benefit of both knowing and understanding this process can help your heirs avoid probate court and its associated expense and inconvenience.
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Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.
Learn more: https://shorepointadvisors.com/
Should I name my children as beneficiaries? This is a question that is asked often. You should know that if your children are still minors, you need to take additional steps if you choose to name them as beneficiaries.
During this episode of Financial Roll Call, host James Fay welcomes back expert estate planning attorney Michele Clark to educate our listeners and the law enforcement community on this very important topic. Michele has previously been on several episodes of this podcast, educating us on various estate planning topics, and she does a great job of breaking down the process of naming your minor children as beneficiaries on this episode.
A key benefit of both knowing and understanding this process can help your heirs avoid probate court and its associated expense and inconvenience.
• • •
Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.
Learn more: https://shorepointadvisors.com/
17 Min.