In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. <br>•  What is an outright distribution? <br>•  Could leaving assets outright to beneficiaries be a mistake?<br>•  How do you handle life insurance and retirement accounts?<br>•  What are the benefits of an alternative distribution strategy?

In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. • What is an outright distribution? • Could leaving assets outright to beneficiaries be a mistake? • How do you handle life insurance and retirement accounts? • What are the benefits of an alternative distribution strategy?

Estate Planning Flags #1: Outright Distributions from an Estate

Thompson &amp; Associates partners with nonprofits to provide estate planning services to their supporters.  This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc.  Be sure to check back often for new content!  Please visit us on the web at www.ceplan.com.

Business

Non-Profit

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.

Share Estate Planning Flags #1: Outright Distributions from an Estate

Sign up to save your podcasts

Estate Planning Flags #1: Outright Distributions from an Estate

Estate Planning Flags #1: Outright Distributions from an Estate