Recent Posts in Beneficiary Category

  • A Cautionary Tale: Beneficiary Designations

    At Johnson, Gasink & Baxter, LLP every client with a trust-based plan has been given custom advice and instruction on “funding” their trust with their assets. Unfortunately, not everyone gives trust funding its due respect, and some clients fail to fully fund their trusts. When it comes to funding a trust, I can provide the advice and direction, but the responsibility is really on the client to ...
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