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.)
Todd Thomson, President/CEO of the Greater Pensacola Chamber of Commerce joins PEP Talk with Meg to host: "Pensacola Chamber Connection". This episode he talks...
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Bob Beargie discusses your Year End Tax Planning. https://mainstayfg.com/