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Raymond James Transfer on Death Form

Raymond James Transfer on Death Form

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Instructions and help about Raymond James Transfer On Death Form

hi everyone I'm Karen chain with on modern age it's vital to get your financial affairs in order just in case the unexpected happens joining me today to talk about estate planning is brick sturgeon well Karen dying is no doubt a difficult topic to discuss but with a little planning you can make it easier on your beneficiaries an example is a transfer on death registration which allows you to pass assets such as a bank account or brokerage account to your beneficiaries without the hassle of probate you also get to maintain control of those assets your entire lifetime that's important to note rules differ by state and by company so you'll need to contact each individual company to see what forms they require and Karen as always it's never a bad idea to consult a qualified financial professional Thank You brick now you can download the transfer own death form off of our website Mara stone senior living calm I'm caring chain for on modern age thanks for watching you you

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