Distribution Planning: Summary of Different Distribution Options

Trust Fund Options for Paying Adult Beneficiaries an Inheritance

When deciding who you want to inherit your estate after you die, aside from figuring out who will get what, you’ll need to determine how and when they’ll get it. For adult beneficiaries, there are three options for giving them their inheritance: outright, in stages, or in a discretionary lifetime trust.

See Julie Garber, Trust Fund Options for Paying Adult Beneficiaries an Inheritance, www.thebalance.com, July 23, 2018

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