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.)
Kristen Marks, attorney and founder of My Pink Lawyer joins Bob and Katie to discuss Estate Planning. https://www.mypinklawyer.com/ Want to reach out to Bob...
Stephanie Dodson joins PEP Talk with Meg to discuss the services provided by Emerald Coast Coins, current gold & silver prices, collectibles, gifts and...