Intelligent Investing #60 - Glenn Leest, What happens to a client's investments when they pass away?

Intelligent Investing with Glenn Leest

In this episode, Glenn breaks down the procedure that occurs when transferring a client's investments over to the beneficiary as well as what happens to the estate when they pass away.

• The process that happens when transferring investments over to a beneficiary
• The process that happens when transferring investments over to the spouse
• How this impacts the estate
• Does the will take precedence over the beneficiary?

Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future.
Connect with Us:

Glenn Leest
Senior Investment Advisor
WT Wealth Management
Office Phone: [phone] Office
Email: [e-mail]
Website: https://www.wtwealthmanagement.com/team/glenn-leest
Instagram: https://www.instagram.com/intelligentinvestingwithglenn/
Facebook: https://www.facebook.com/GlennLeestIntelligentInvesting/
YouTube: https://youtube.com/@IntelligentInvestingGlennLeest?si=d6S0y14lghz0eaHa
**Don't forget to subscribe, rate, and review our podcast on your favorite platform.
Your feedback helps us provide you with more valuable content.

We'll be back with more insights into intelligent investing and how it relates to your world.
Stay informed and make those smart financial choices.
Until next time, this is Intelligent Investing with Glenn Leest, helping you make your money work for you.
...