10/15/2026
What Drives Tom Crazy: Naming a son or daughter-in-law as a beneficiary
It may seem like the simplest approach, but life can change. If a surviving spouse later remarries, assets originally intended for your children could become part of a much more complicated family situation.
Thoughtful estate planning isn’t just about deciding who inherits. It’s also about considering how those assets are protected for the people you intended to benefit.
Tom explains why he often takes a different approach when helping families plan for the future.