Money Matters
Many people have no understanding of the way that the titling of an asset directs its flow in their estate. They may have received a cover letter from their attorney detailing the steps needed to re-title their assets to complete their estate planning, but often it gets filed away with the documents and never addressed. When you do your review of your estate plan, make sure that the investment assets are titled properly and remember to check ...
by
Stan Evans
Registered Investment Advisor
Gallipolis Daily Tribune
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