Discretionary Beneficiary: Definition, Features, and Financial Impact

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...
Investopedia

Contingent Beneficiary: Definition, Characteristics, and Benefits

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...
Forbes

Should You Ever Name A Trust As Your IRA Beneficiary?

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...
Wealth Management

Structuring and Restructuring Interests in Trusts

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...