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#218 | Can I Just Use a Transfer on Death Account?
Manage episode 425559669 series 3558777
Το περιεχόμενο παρέχεται από το Valerie Zammitti. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Valerie Zammitti ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
#218 | Can I Just Use a Transfer on Death Account?
If I have a Transfer on Death bank account, will it give my beneficiaries the access they need? Do I still need an estate plan? This video talks about the advantages and limitations of this type of bank account and why more is essential.
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If you want to talk more about anything estate planning, elder law or probate related:
http://yourplanningattorney.com
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
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Family protection
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Simplicity and efficiency for our clients
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Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
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