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Ep12: Beneficiary Designation - The Halfway House Estate Plan
Manage episode 336694241 series 3327542
Innhold levert av Ted Alatsas. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ted Alatsas eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/
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