Asset Transfers

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Typically, it’s not the big things in life that we fail to plan for, but it’s the little things that get looked over. We have a natural and understandable apprehension to dying, which makes us hesitant to properly plan for our own death. We get it. However, there can be a major consequences if you fail to plan. Mr. Rogers said it best, “Anything that’s human is mentionable, and anything that is mentionable can be more manageable.”

Today, Dennis is going to talk about how assets transfer at death, the importance of naming a beneficiary and how to do tax planning for your portfolio.