Series 65 Exam: Per Stirpes vs Per Capita ( Series 66 Exam also )
About this episode
This episode explains the differences between per stirpes and per capita distribution methods in estate planning.
Send us Fan Mail The difference between these two distribution methods comes down to how the "class" of beneficiaries is defined, which radically changes who is included in the final headcount (since per capita translates to "by head"). Here is the breakdown of how each designation works: "To My Children, Per Capita" Who is included: The beneficiary class is strictly confined to your immediate, first-generation children. How it works: The estate is divided equally only among your children who...
People in this episode
Host: capadvantage
Topics covered
- estate planning
- beneficiary distribution
- per stirpes
- per capita
- Series 65 Exam
- Series 66 Exam
Keywords
- per stirpes
- per capita
- beneficiaries
- estate distribution
- Series 65 Exam
- Series 66 Exam
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