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Orange City Estate Planning Blog

Beneficiary designation vs Will

Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.

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trust diagram

Why Trusts Make Sense

Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.

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