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Ep12: Beneficiary Designation - The Halfway House Estate Plan

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Content provided by Ted Alatsas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Alatsas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

  continue reading

65 episoade

Artwork
iconDistribuie
 
Manage episode 336694241 series 3327542
Content provided by Ted Alatsas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Alatsas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can be a quick, easy, and no-cost way to pass on the account after someone dies. However, the ease of setting up beneficiary designations can trap some into assuming their estate plan is “done”. It is one piece of the puzzle, but not the entire puzzle.
Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

Contact:
718-233-2903
Website: https://www.alatsaslawfirm.com/

  continue reading

65 episoade

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