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Estate planning, hope this helps
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Boone & Crockett
Posted 4/7/2025 07:43 (#11179214 - in reply to #11179100)
Subject: Couple easy deals, but necessary


Avoid probate on large assets by assigning transfer on death. Cannot borrow against these assets again without heirs signing off. Have a checking account funded WROS, with rights of survivorship. Otherwise can’t access funds till state releases.
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