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Eldercare
Reply to "Need an eldercare/in case of death primer"
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[quote=Anonymous]Make sure that all of your brokerage account have a beneficiary. Also, for any bank accounts have a TOD ( transfer on death) set up so they don’t have to go through probate. Don’t put your name on your parents’ primary residence or brokerage accounts. You want to inherit those assets with the stepped up basis. [/quote]
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