What Happens to Your Money When You Die
Fort Pitt’s Financial Advisors, Daryl Patten and Cory Phillips, CFP®, CRPC™ host Ken Ventresca to discuss the realities of what happens to your money when you die. The presentation covers:
- What happens to investment accounts when someone dies without a will?
- What happens to their debt?
- To whom should you make the first call to figure it all out?
- What if my heirs are not good with finances?
- Does my will avoid probate?
- How does having a beneficiary on my account impact me or others?
- What is the difference between a beneficiary on an IRA and a Transfer On Death on a brokerage account?
And more!
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