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 0

September 08, 2022 00:21:49
Episode Cover

09/08/22 - Climatech - Travis Thompson

AC Repair HVAC Service Pensacola

Listen

Episode

August 21, 2025 00:23:41
Episode Cover

08/21/2025 Quality Roofing Solutions

Benjamin Murphy, Director of Marketing and Adam Solares, Production Manager join PEP Talk with Meg to discuss the services provided by Quality Roofing Solutions,...

Listen

Episode

November 08, 2023 00:24:29
Episode Cover

11/08/2023 - Avalon HR

Chip Wood (VP of Sales and Marketing) and Stacie Orren (HR Benefits Manager) discuss the many services that Avalon HR provides for businesses of...

Listen