Entitled!
When assets pass by beneficiary designation, they go directly to the beneficiary and are not controlled by the will or other estate planning documents of the client. No one tells you this when you ink someone’s name on an account document.
© 2025 Fieldpoint Private. Banking services by Fieldpoint Private Bank & Trust. Member FDIC.
Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking, and an affiliate of Fieldpoint Private Bank & Trust, under common ownership.
Nicholas Bertha
President, Fieldpoint Private Trust, LLC