Dad's Inheritance Dilemma: POD vs Trust
Update: 2025-12-30
Description
A father seeks advice on passing his $150,000 estate to his daughter, using payable on death designations. The expert praises this method for skipping probate, but warns of potential family impacts, like spousal elective shares and incapacity issues. New rules complicate retirement account inheritance. The advice: consider a revocable living trust for control and protection, and always plan for backups and health directives. Checkout Solipillow.com
The Daily News Now! — Every city. Every story. AI-powered.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
