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TAX SMART TAX ZERO - EP 16 - AVOIDING PROBATE-TRANSFER ON DEATH
The estate administration process is often long (9 months or more), tedious, and sometimes fraught with litigation. In this episode we review the 3 major strategies for avoiding probate. As always, tax deferred funds, whether in a 401(k) or traditional IRA require caution, expertise, education and avoiding the tax traps.
Don't think that Joint Tenants With Right of Survivorship solves everything!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
View all episodes
By Karen Scott Mims, ESQ..
2.7
66 ratings
The estate administration process is often long (9 months or more), tedious, and sometimes fraught with litigation. In this episode we review the 3 major strategies for avoiding probate. As always, tax deferred funds, whether in a 401(k) or traditional IRA require caution, expertise, education and avoiding the tax traps.
Don't think that Joint Tenants With Right of Survivorship solves everything!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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