
#049 - The basics of estate planning
Retirement Planning Education, with Andy Panko
00:00
How to Transfer a Tod Beneficiary Account
The actual transfer the facilitation of your does your ears getting it usually should happen faster than having to go through court and the will. The typical process is if I'm a TOD beneficiary and someone's account and that person dies. And then generally speaking I think Schwab should turn around pretty quickly and say, Yep, you're right, confirm death. Confirm your one of the transfer on death beneficiaries. Here you go, the county yours.
Transcript
Play full episode