proper transfer

Estate Planning: A Proper Transfer

In December of 2012, LifeHealthPro featured Russell Towers. Towers’ article, “Estate Planning: A Proper Transfer”, explains 9 ways that your clients assets can be passed on to heirs after their death through estate planning. These ways are intestate, will, living trust, testamentary trust, contract in lifetime, beneficiary designations, joint tenancy with right of survivorship, tenancy in common, and qualified disclaimer.
To read more about these 9 ways, download the PDF here or view the article online.