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A simply but very common question we hear from our clients looking to create an estate plan is, "Why do I need a will if I have a A per stirpes distribution means that a beneficiary's share passes to their lineal descendants if the beneficiary dies before the inheritance vests. What Is Per Stirpes Vs. Per Capita? - Wealth and Estate Planners
You ask We answer "What do the estate planning terms 'Per Capita' and 'Per Stirpes' mean?" Learn more at Per stirpes means that the beneficiary's inheritance will be passed on to their next-in-line heir, or heirs. Per capita means that the beneficiary's
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Which Is Better: Per Stirpes Or Per Capita For Beneficiaries? - Wealth and Estate Planners When filling out beneficiary forms for your IRA, transfer-on-death accounts, or other financial assets, a simple choice could Fred Wachtel highlights the key differences between Per Stirpes and Per Capita. Looking for more content? Check out our Social
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Beneficiary designations matter. Per stirpes = by branch: if a child dies before you, their share goes to their children (your Legacy Assurance Plan To the Contact Us Page To Twitter Page To Facebook page Per Capita Per Stirpes
Per stirpes is Latin and means “by branch” or “by class.” When this term is used in estate planning, it refers to the equal distribution of assets. Alhambra's Bob Williams discusses the difference between Per Capita and Per Stirpes and how it applies to your beneficiaries.
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Per Capita vs. Per Stirpes