Email Contact Us

Access Leading Tax Experts And Technology
In Our Global Digital Marketplace

Please Type Topic Into Search Bar

How should my assets be titled in order to avoid costly probate?

Avoid Probate Assets
TaxConnections Members... Answer This Question Want To be One of Our Tax Experts? Register Here

Tax Professional Answers

User Photo
Edward Mahaffy, MBA, CFP, ChFC
Joint tenants with right of survivorship (JTWROS) or signing a Transfer-on-Death form at your brokerage firm or bank are simple and cost-free ways to avoid probate. Establishing a trust is another alternative although more expensive.

Request A Copy of "How To Select A Financial Advisor" at

www.clientfirstwm.com/download-my-book
Leave a Comment 185 weeks ago

 

View/Select our Current List of Tax Topics

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Previous PageNext Page

Contact Us Today