Wellbrook Foundation, Inc. - Retirement Planning Retirement Planning | Page 26
Equity asset(stock, bond, bank deposit, IRA, etc。) -all have TOD, POD, with beneficiaries。 No need for probate Automobiles --- No need for probate。 Generally handled by county office。 Wellbrook Foundation, Inc.
Wellbrook Foundation, Inc. - Retirement Planning Retirement Planning | Page 25
Wellbrook Foundation, Inc. - Retirement Planning Retirement Planning | Page 27