By Tag · Revocable trust

• Wills, Revocable Trusts and “Pass by Contract” Assets: What’s the difference?

  June 30, 2020

  Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help you gain a better understanding of how these estate transfer documents can work together. Continue Reading ➜

  tags: Assets that pass by contract, Beneficiary designation form, Bequests, Charitable bequest, Disclaimer planning, Estate planning, Living trust, Payable on Death, Revocable trust, Totten trust, Transfer on Death, Will