04/06/21 - Winning with Annalee

April 06, 2021 00:54:13
04/06/21 - Winning with Annalee
Pensacola Expert Panel
04/06/21 - Winning with Annalee

Apr 06 2021 | 00:54:13

/

Show Notes

This episode Bob Beargie covers the topic of transferring assets after death.

(He gives examples of assets that do not go to probate: Assets that are title. Assets that are joint such as beneficiary designations like 401k’s, life insurance, etc. Assets that are not in your name, but in the name of a trust. Bob also discusses assets that do go into probate.)

 

Other Episodes

Episode

September 12, 2024 00:24:34
Episode Cover

09/12/2024 Christina Leavenworth

Christina Leavenworth joins Pep Talk to discuss the current housing market, and offers tips for buying or selling a home.

Listen

Episode

September 01, 2025 00:18:24
Episode Cover

09/01/2025 Encore- ADX DIgital Marketing

Encore broadcast-   Taska King, Markeing consultant,  joins PEP Talk with Meg to talk about all the strategies and products available from ADX Digital marketing,...

Listen

Episode

January 24, 2025 00:24:21
Episode Cover

01/24/2025 Key Marine Center of NW FL - Boat Smart

Stefan Schmitt, Marine Services Instructor at George Stone Technical College joins PEP Talk with Meg to host "Boat Smart" sponsored by Key Marine of...

Listen