Best Practices for Asset Titling and Reviewing Beneficiaries

The Money Puzzle

English - August 12, 2020 13:00 - 43 minutes - 30.1 MB
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Previous Episode: The Different Types of Advisors

Next Episode: Non Qualified Accounts and Why You Need Them

In this episode we discuss a multitide of topics:

- Describe who beneficiaries are and what accounts typically have them
- How often you should review beneficiaries
- Most Common Mistakes around naming beneficiaries
- How to assign beneficiaries to accounts that don't typically have them
- Should you share accounts with your child?
- How you should title and own Real Estate assets

As always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!

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