Titling of an Asset Affects Transfer After Death

I have a will and a trust agreement in place, is that all I have to do?

In this podcast, Anu Joshi and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:

  • Why titling is important
  • Changing the title of assets
  • Three types of titles in which assets are commonly held

Read the Titling of an Asset Affects Transfer After Death article.