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Intelligent Investing #60 - Glenn Leest, What happens to a client's investments when they pass away?
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In this episode, Glenn breaks down the procedure that occurs when transferring a client's investments over to the beneficiary as well as what happens to the estate when they pass away.
- The process that happens when transferring investments over to a beneficiary
- The process that happens when transferring investments over to the spouse
- How this impacts the estate
- Does the will take precedence over the beneficiary?
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Glenn Leest
Senior Investment Advisor
WT Wealth Management
Office Phone: (928) 225-2474 Office
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