The Wise Investor Show

On this week’s show, The Wise Investor Group discussed the 6 ways to pass on assets at death: Will, Titling, Beneficiary Designation, TOD/POD, Trust, and Intestacy. Discussed coordination of Titling, Wills/Trusts, and Beneficiary designations including issues that arise from misunderstanding the interplay of these concepts. Additionally, talked about incorrect beneficiaries designations and negative outcomes as well as specific issues surrounding blended families/second marriages. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.