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.)
“Keeping your head in the game” Headquartered in Pensacola, Florida, Armada Advisors is a registered investment advisor that assists clients with financial securities and...
Rebroadcast of the 11/20/24 episode- Attorney Terence Gross joins PEP Talk with Meg to discuss the legal issue and its reprercussions known as "Bad...
Join Chip Wood (VP of Sales and Marketing) and Stacie Orren (HR and Benefits Manager) on PEP Talk with Meg as they discuss the...