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Pershing Llc Joint Transfer on Death Form

Pershing Llc Joint Transfer on Death Form

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hi this is Martha hartney with hartney long I'm also the CEO of chirp and today I wanted to answer a question that I was asked about transfer on death or Pam death beneficiaries as a potential estate planning solution so there are really three ways to avoid court when someone dies there's joint tenancies with right of survivorship there are transfer on death pay on death or otherwise known as designated beneficiaries and heir trusts so all three of those are methods that we can help keep people out of court when they pass away joint tenancies are often called poor man's estate planning because a joint tenancy comes with something called the right of survivorship so sometimes you'll see on bank accounts and brokerage accounts your if you're married the name of your partner and yourself with JT WRO s JT WRO s means joint tenancy with right of survivorship and it's frequently used to avoid probate when someone passes away and it's gr

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