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  2. What Are the Differences Between Beneficiary ... - AOL

    www.aol.com/beneficiary-designations-vs-wills...

    A will is a legal estate planning document stating your intentions for possessions after you die. Typically, a will defines an executor to carry out your desires. Then, it assigns possessions to ...

  3. Here’s Why Experts Say Naming Your Kids as Beneficiaries on ...

    www.aol.com/finance/why-experts-naming-kids...

    Naming your kids as beneficiaries might seem wise, but it can cause legal and financial issues. ... An article from the Village Law Firm explains: “Suppose one child is 16 and the other is 21 ...

  4. Testamentary trust - Wikipedia

    en.wikipedia.org/wiki/Testamentary_trust

    A testamentary trust provides a way for assets devolving to minor children to be protected until the children are capable of fending for themselves; [3] A testamentary trust has low upfront costs, usually only the cost of preparing the will in such a way as to address the trust, and the fees involved in dealing with the judicial system during probate.

  5. Claflin doctrine - Wikipedia

    en.wikipedia.org/wiki/Claflin_doctrine

    Claflin doctrine is a U.S. law doctrine which states that a trust cannot be modified or terminated, even if all beneficiaries agree, if to do so would be contrary to a material purpose of the settlor. Material purposes include spendthrift, support, and discretionary trusts. The rule takes its name from the 1899 Massachusetts case Claflin v.

  6. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Changes in the law or circumstances surrounding the formation of the trust after the death of the grantor may dictate changes in the terms of the trust (or the termination of the trust itself.) The most infamous example would be beneficiaries who clamor against the trustee to "bust the trust" based on the strict limits the trust (or the trustee ...

  7. How to prevent your investment assets from going into probate

    www.aol.com/finance/prevent-investment-assets...

    Naming one or more beneficiaries takes just a few minutes and the process can usually be completed online. Accounts with a designated beneficiary, such as life insurance policies and retirement ...

  8. Life Insurance Beneficiary vs. Will: Do I Need Both? - AOL

    www.aol.com/finance/life-insurance-beneficiary...

    Estate planning is crucial to leaving your beneficiaries with your possessions as you intend. However, life insurance beneficiaries can conflict with the terms in your will if you aren't thorough.

  9. Will and testament - Wikipedia

    en.wikipedia.org/wiki/Will_and_testament

    Beneficiary – anyone receiving a gift or benefiting from a trust Bequest – testamentary gift of personal property , traditionally other than money. Codicil – (1) amendment to a will; (2) a will that modifies or partially revokes an existing or earlier will.