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.)
Matthew Vanderford, Owner and Public Adjuster, joins PEP Talk with Meg to discuss the services provided by Claimology of Florida (a licensed Public Adjuster)...