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Reply to "Wills vs trusts vs neither"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Having just gone through this with my Dad’s estate, it’s far better to simply have named beneficiaries on insurance policies, investments, and financial accounts and transfer on death deeds for all real estate. Make sure vehicle titles have a co-owner listed. In most cases, people can avoid probate completely. [/quote] Not all states allow transfer on death deeds for real estate.[/quote] You can have JTWROS. [/quote] NP and you lose a portion of the step up in basis with that set up. Expensive way to avoid probate. [/quote] It would have to be an extremely unusual situation before I advised someone in a marriage to give up joint tenancy for tax reasons[/quote]
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