Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.
Have a money question? Email us here)
Subscribe to Jill on Money LIVE)
YouTube: @jillonmoney)
Instagram: @jillonmoney)
Twitter: @jillonmoney)
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com).
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy)
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices)