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

March 12, 2021 00:08:40
Episode Cover

Darien Schaefer, CEO/President of Visit Pensacola

Out of area marketing. Expected impact of Spring Break no bridge. Mainland hotels. Bed taxes are up. What about restaurants downtown? Do the non-locals...

Listen

Episode 0

December 17, 2020 00:20:03
Episode Cover

12/17/20 - United Way of West Florida - Katrina Madden

United Way of West Florida’s Financial Stability Program Outreach Manager, Katrina Madden, joins the Pensacola Expert Panel to share details about the free tax...

Listen

Episode 0

July 03, 2023 00:20:15
Episode Cover

7/3/23 Brent Lane/ USS Eisenhower

Listen