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

July 09, 2025 00:18:03
Episode Cover

07/09/2025 ARC Gateway- "Crab Cake Cookoff" Fundraiser

Lauren Volheim, Marketing and Communications Manager, joins PEP Talk with Meg to talk about the services and programs of ARC Gateway and the upcoming...

Listen

Episode 0

May 01, 2023 00:22:54
Episode Cover

5/1/23 Ballinger Publishing with Malcolm Ballinger

Latest issue of Pensacola Magazine and Downtown Crowd https://www.ballingerpublishing.com/ www.pensacolamagazine.com www.downtowncrowd.com Follow on FB & IG!!!!  

Listen

Episode 0

November 11, 2020 00:09:52
Episode Cover

11/11/20 - Best Cities After Service - Navy Federal Credit Union & Operation Homefront

Clay Stackhouse, Marine Corps Veteran and Regional Outreach Manager at Navy Federal Credit Union, joins the Pensacola Expert Panel to overview the 2020 Best...

Listen