Beneficiary Designations
Minors, young adults and staged inheritance
Money arriving outright at eighteen or twenty-one is a common default and rarely what anyone would choose deliberately.
Topic
trusts
Every Beneficiary Blueprints article tagged trusts — 5 pieces across 3 sections.
Estate Tax
Generation-skipping transfers
A separate tax with its own exemption, aimed at transfers that bypass a generation, and easy to trigger accidentally.
Wills & Trusts
Special needs planning
An inheritance can disqualify a beneficiary from the support they rely on, and the structures that prevent it are well established.
Wills & Trusts
Wills for people with young children
The guardian nomination is the reason to make a will at thirty, and the money arrangements matter almost as much.
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.