13
votes
Flowchart to show an existing client how their current beneficiary designations would work. ex. spouse as primary, can choose inherited, own, disclaim. Children as primary/contingent choose inherited or 5 year rule. Other flowchart might show no primary or no contingent designated or what if minors are beneficiaries.
Comments: 2
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08 Nov, '19
RobFlowchart should go into impact of per stirpes vs per capital in beneficiary designation.
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22 Jul, '20
Knud GotterupInclude beneficiaries such as charitable organizations, S-Corp, etc.