Beneficiaries: Per Stirpes versus Per Capita

Business people talking over a stack of papers

Per Stirpes and Per Capita are legal terms used in the law governing inheritance and estate. These designations are used as part of account beneficiary designations and/or wills to determine how the assets are distributed if a beneficiary passes away ahead of the account owner or testator.

Financial Planning

Advisor Engagement

Business Development

IT & Cybersecurity

Investment Management & Research

Join our Team