Quoting Vanguard from the OP:What does "Joe Blow per stirpes" mean?...
What I want to do is to name a beneficiary, Joe Blow, for instance, and have his portion go to his heirs per stirpes if he predeceases me. I want to designate him "Joe Blow per stirpes". ...
Do you mean Joe Blow, if he survives me, or if not, then Joe Blow's issue who survive me, per stirpes?
"With a per stirpes designation, if one of your beneficiaries is deceased, their portion will go to their surviving children."
https://investor.vanguard.com/investor- ... our-wealth
With a per stirpes designation, if Joe Blow is deceased, Joe's portion will go to Joe's surviving children.
Statistics: Posted by tadamsmar — Wed Feb 21, 2024 3:53 am — Replies 31 — Views 1669