DiscoverFor Your BenefitEstate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death
Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Update: 2024-02-12
Share

Description

February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones:


  • Through joint ownership of land;

  • Through joint ownership of bank and brokerage accounts;

  • Through government beneficiary forms (including new rules for the TSP); and

  • Through non-government beneficiary forms, and how often they may differ from each other.

We will also discuss what we can do when the unexpected and unplanned transfer happens.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

Copyright © 2024 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Federal News Network | Hubbard Radio

We and our partners use cookies to personalize your experience, to show you ads based on your interests, and for measurement and analytics purposes. By using our website and our services, you agree to our use of cookies as described in our Cookie Policy.