11 votes

It would be nice to have a flow chart that goes multiple levels deep to help clients visualize the difference between per stirpes and per capita. I attached an example that Schwab has, but I think it should go even deeper in order to show clients multiple scenarios especially when each potential beneficiary has a different number of heirs of their own.

Suggested by: Matthew Nelson Upvoted: 22 Jan Comments: 1

Under consideration

Comments: 1

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