Best Practices for Asset Titling and Reviewing Beneficiaries

from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Isaac LaFond

Send us Fan MailIn 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 assetsAs always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

Episode metadata supplied by the publisher feed · Published Aug 12, 2020

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Send us Fan Mail 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 s...

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Best Practices for Asset Titling and Reviewing Beneficiaries

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This episode is 43 minutes long.

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This episode was published on August 12, 2020.

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