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Using Titling and Beneficiary Designations to leave a Legacy

It is not uncommon to have all assets pass by way of Titling or Beneficiary Designation.  The primary advantage of having assets pass via Titling or Beneficiary Designations is the avoidance of probate:

  • Saving time and money
  • Safeguarding against lawsuits 
  • Ensuring privacy

By using Titling and Beneficiary Designations you give up control. If you name your son as beneficiary of your IRA, upon your passing he can do as he pleases with the assets.  

 

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