Podcasts Government For Your Benefit Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Published: Feb. 12, 2024, 6:22 p.m.

February 12, 2024\xa0on\xa0ForYourBenefit, our host Bob Leins, CPA\xae welcomes Marc Levine, Esquire.\xa0We will discuss how your assets pass to your loved ones:\n\nThrough joint ownership of land;\n\nThrough joint ownership of bank and brokerage accounts;\n\nThrough government beneficiary forms (including new rules for the TSP); and\n\nThrough non-government beneficiary forms, and how often they may differ from each other.\n\nWe will also discuss what we can do when the unexpected and unplanned transfer happens.\nFor questions or comments, email us in advance at\xa0ForYourBenefit@nitpinc.com\nCopyright \xa9\xa02024 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.