Mistake #4: Failing to Protect Beneficiaries from Themselves

Here’s video #4 in the Top 7 Estate Planning Mistakes in Arizona video series. In addition to avoiding probate, you need to make sure the right people get the inheritance at the right time. If all of your assets were liquidated and distributed as a lump sum to your children or other beneficiaries, would they be ready for it?

In this video we’ll cover how to set up your Living Trust to protect:

☑    Young beneficiaries

☑    Beneficiaries with addictions

☑    Beneficiaries who are not good at handling money

☑    Disabled beneficiaries

 

In the next video we’re sending you, I’ll explain the importance of Protecting your Beneficiaries from 3rd Parties.

If you’re ready to discuss the best way to set up your estate plan now, you can call us at 480-741-2271 to schedule an appointment for a Free Consultation – No strings attached!

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