Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...
A beneficiary receives some or all of your money, property or other assets when you pass away. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...