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Facing the sensitive question of what happens to joint investment accounts after a partner passes away can be daunting. This video explores the critical distinctions and legal implications that determine who inherits these shared assets.

Understanding these key points will help you navigate this complex topic:
► Distinguish between different types of joint ownership for investment accounts.
► Learn how 'right of survivorship' clauses impact inheritance.
► Understand the role of beneficiary designations versus joint ownership.
► Identify potential probate implications for various account structures.
► Discover essential estate planning considerations for couples with shared investments.


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