04/06/21 - Winning with Annalee

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.)