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Glossary Definition

What is a Beneficiary?

A beneficiary is a person (or people) you designate to receive distributions from financial accounts, such as a trust, will or retirement account. This can be during life or upon your death.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

View Strategies

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