Скачать или смотреть What Happens to Your Money When You Die

Fort Pitt Capital Group's Skylar Riddle, CFP®, and founding partner Michael Blehar discuss the realities of what happens to your money when you die. Their fireside chat-style webinar both demystifies and opens your eyes to the reality of transferring assets and debt after death.
The pair discuss frequently asked questions like:
• What happens to investment accounts when someone dies without a will?
o Jointly owned and sole owned?
• What happens to their debt?
• To whom should you make the first call to figure it all out?
• What is a payable on death account?
• How are different accounts taxed?
• How soon do my heirs have access to the money?
• Will having my assets in trust save taxes?
• Do my investments need to be sold before transferring to my heirs?
• How do my heirs pay death taxes?
• Should I make any changes now with potential inheritance tax changes looming?
• What if my heirs are not good with finances?
• Who can explain my estate plan to my family?
• Does my will avoid probate?

Find out more about us at www.fortpittcapital.com

**Content is provided for educational purposes only.