Who or What Can Be a Beneficiary?

You are able to name the following as a beneficiary:

  • One person
  • Two or more people
  • A trust, that is controlled by the appointed trustee
  • A charity
  • Your estate

This list is not all inclusive and you will need to speak with a qualified estate planning attorney to discuss your options when choosing a beneficiary. For additional information about beneficiaries, read our latest blog, The Basics of Beneficiaries.

Do You Need The Guidance Of An Experienced Estate Planning Attorney?

If you find yourself thinking more and more about how to preserve your assets for your family you should speak with an experienced estate planning attorney as soon as possible. Contact us online or call our Dallas office directly at 214.559.7202.

Lori Ashmore Peters
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Helping Dallas area families with all of their legal Estate Planning, Probate and Business Planning needs.