Beneficiary Guide for Everyone: How to Receive What's Yours from Estates, Trusts, and More

Learn how to protect your rights, avoid delay or fraud, and ensure what is yours ends up in the right place.

TThe primary reason people take the time to write a will or create a trust is not for their own sake. It is to be sure that the legal process for their beneficiaries is simple, quick, and fair. The goal is to reflect not just their wishes but also to be mindful of the expectations and needs of those left behind.

Beneficiary Guide for Everyone is a step-by-step handbook on how to make and execute these decisions to get the maximum benefit. The first part covers the perspective of the planner: choosing how to leave your assets to your chosen beneficiaries, while simplifying complicated legal options, definitions, and concepts. The next covers how beneficiaries should approach the process so that assets are distributed with minimum delays and complications.

Using clear language and avoiding legalese, author and lawyer Ronald Farrington Sharp simplifies complex topics. Chapters are supplemented with Q&A features to answer some common questions friends and clients have posed to him––and to which readers are likely to also need answers.