8-9-25 - Smart Ways to Pass on Wealth—Without the Probate Headache

Straight Talk on Retirement with JBL Financial
09/08/2025 1h 49min Episodio 2532
8-9-25 - Smart Ways to Pass on Wealth—Without the Probate Headache

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Episode Synopsis

In this episode of Straight Talk on Retirement, Erin, Jeff and Robert explore practical ways families can simplify wealth transfer. They explain how Transfer on Death (TOD) and Payable on Death (POD) designations can help assets pass more efficiently to beneficiaries—often without going through probate. The team also highlights why reviewing beneficiary designations regularly, managing inherited assets carefully, and understanding tax implications are key parts of a sound estate plan.

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