Finances and estate planning – Fitting them together hand & shoe

April 25, 2016

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This week on For Your Benefit, our host, Bob Leins welcomes Marc Levine, Esquire, with Handler & Levine, LLC to the studio to discuss how your financial accounts and issues tie together with your estate planning.

  • How do your beneficiary designations work with your Estate Plan?
  • What happens if your beneficiary designations are not filled out at all?
  • Does it matter if you gift a stock during life, or bequeath it at death?
  • What does joint ownership of accounts really means for you, and for your heirs?
  • What are the different investment issues and guidelines before and after death – how do trusts work after death?
  • How do Revocable Trusts work with financial accounts?
  • Instead of retitling assets, can you just use a transfer or payable on designation on an account?

For questions or comments, email us in advance at or call 202-465-3080 this coming Monday.  Program begins at 10:05 ET and questions are accepted between 10:20 AM and 10:55 AM.

Topics: Sponsored Content, retirement, For Your Benefit, Bob Leins, NITP, WAEPA, financial planning, estate planning, Beneficiaries, finances, Revocable Trusts, estate plan, heirs, legal planning, fyb









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For Your Benefit, Mondays, 10 a.m.

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions or call the show at 202-465-3080. Listen live!