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12-19-2006, 08:33 PM
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 Re: Question on transfer on death plan for my non-retirement assets under vanguard "Charlie K" <Chas_K[at]excite.com> wrote in message news:1166545383.821834.112460[at]80g2000cwy.googlegroups.com... - quote - > The advantage of TOD accounts and the living trust is that it avoids
Another possibility is to hold all assets jointly; for stocks I believe it> probate and attorney fees. Properly done, the will just handles the > minor personal property etc. is called JTWROS (joint tenancy with right of survivorship). That would be ideal for elderly couples where there is no chance of separation or divorce and where each spouse wants to leave everything to the other. Personal and household items usually pass with no fuss, but a will is still necessary to cover the situation where both die at the same time. |
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12-19-2006, 03:57 PM
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| Re: Question on transfer on death plan for my non-retirement assets under vanguard david wrote: - quote - > I just bought qucken willmaker to set up a will and living trust. will
The advantage of TOD accounts and the living trust is that it avoids> transfer on death plan be redundant if i already have a will and > living trust? TIA > david probate and attorney fees. Properly done, the will just handles the minor personal property etc. |
| Tags |
| assets, death, nonretirement, plan, question, transfer, vanguard |
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