Mistake #5: Failing to Protect Beneficiaries from 3rd Parties

Here’s video #5 in the Top 7 Estate Planning Mistakes in Arizona video series. In this video we’ll address Failing to Protect Beneficiaries from 3rd Parties. Even if your kids can handle the inheritance just fine, beneficiaries don’t just need protection from themselves. It’s possible for “unintended beneficiaries” to come into the picture after you die and take the inheritance away from your loved ones. It happens all the time!

In this video we’ll cover how to protect your beneficiaries from:

☑    Ex-spouses of your children

☑    Creditors

☑    Lawsuits

 

We’ll also explain a Protective Inheritance Trust & why we use it as “standard equipment” in every Trust we do. In the next video we’re sending you, I’ll explain the importance of Keeping your Trust up to date.

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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