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- 401(k) Plans
- Avoiding Probate
- Beneficiaries
- Benifciary Designations
- Duval County
- Elder Law
- Estate Planning
- Florida
- Green Cove Springs
- IRAs
- Jacksonville
- North Florida
- Orange Park
- Planning
- Providing for a Child with Special Needs
- Retirement Plans
- Seniors
- SEPs
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Taxes
- Trusts
- 6 years ago
- While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means. Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the... [read more]