Setting up a trust: Income beneficiary vs. capital beneficiary – BNN Bloomberg
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Setting up a trust: Income beneficiary vs. capital beneficiary – BNN Bloomberg
Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, joins MoneyTalk to discuss setting up a trust and understanding the different kinds of beneficiary options available.
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the next trustee that takes over after I pass away, also be a beneficiary? Sometimes. It really depends on how much you trust the person, are they responsible with money, and will carry out the terms of the trust. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning
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the next trustee that takes over after I pass away, also be a beneficiary? Sometimes. It really depends on how much you trust the person, are they responsible with money, and will carry out the terms of the trust. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning
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SOLVED: -Ben has named Jerry as primary beneficiary of Ben's life insurance policy and Tom as the contingent beneficiary. In which of the following ways do the rights of Jerry differ from the rights of Tom? - -If Jerry is living when Ben dies, Tom has no legal right to any of the life insurance lump-sum death proceeds. -The only circumstances under which Tom would have any legal right to the lump-sum death proceeds would be if Jerry predeceases Ben. -a.1 Only -b.2 Only -c.Both 1 and
SOLVED: -Ben has named Jerry as primary beneficiary of Ben's life insurance policy and Tom as the contingent beneficiary. In which of the following ways do the rights of Jerry differ from the rights of Tom? - -If Jerry is living when Ben dies, Tom has no legal right to any of the life insurance lump-sum death proceeds. -The only circumstances under which Tom would have any legal right to the lump-sum death proceeds would be if Jerry predeceases Ben. -a.1 Only -b.2 Only -c.Both 1 and
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