Family & Disputes
Disinheriting someone
Possible for most relatives, restricted for spouses, and requiring specific drafting to survive a challenge.
Topic
drafting
Every Beneficiary Blueprints article tagged drafting — 3 pieces across 2 sections.
Beneficiary Designations
Naming charities and non-individuals as beneficiaries
The tax treatment differs sharply from naming a person, and the drafting details cause more problems than the concept.
Beneficiary Designations
Naming a trust as beneficiary of a retirement account
Sometimes the right answer and technically demanding, with drafting errors that are expensive and discovered too late.