Beneficiary – LWP Marketing Toolit https://toolkit.lawyerswithpurpose.com Marketing Toolkit for Estate Planning and Elder Law Attorneys Wed, 19 Apr 2023 18:56:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.4 https://toolkit.lawyerswithpurpose.com/wp-content/uploads/cropped-lwp-favicon-32x32.png Beneficiary – LWP Marketing Toolit https://toolkit.lawyerswithpurpose.com 32 32 How to Avoid Challenges in Your Will or Trust https://toolkit.lawyerswithpurpose.com/download/how-to-avoid-challenges-in-your-will-or-trust/ Wed, 19 Apr 2023 18:56:31 +0000 https://toolkit.lawyerswithpurpose.com/?post_type=wpdmpro&p=447 Although you may have taken the time to create well structed wills and trusts, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges and ensure your documents accomplish your intended goals.

]]> Should Your Beneficiary Serve as Your Executor or Trustee? https://toolkit.lawyerswithpurpose.com/download/should-your-beneficiary-serve-as-your-executor-or-trustee/ Mon, 20 Feb 2023 19:50:04 +0000 https://toolkit.lawyerswithpurpose.com/?post_type=wpdmpro&p=435 For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest?

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