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Financial Planning / Estate Planning and the Fool


Subject:  Re: POD vs Joint Owner WROS Date:  9/6/2012  5:20 PM
Author:  joesgirl80 Number:  4088 of 4627

Peter: Thank you for taking the time and trouble to respond to my query. Yours was exactly the answer I expected! Of course I will ask my estate planning attorney about this mater, and of course I won't do this suff without professional advice. However, a little prior DD doesn't seem out of line.

I, like you, am pretty sure both are 100% included in the estate's inventory.
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