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04/06/21 – Winning with Annalee

Pensacola Expert Panel
Pensacola Expert Panel
04/06/21 - Winning with Annalee
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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.)

 

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