Page 13 - Ultimate Guide to Estate Planning

Third, your retirement accounts (IRA, 401(k))
will pass to the beneficiaries designated on
those accounts.

Fourth, certain assets held as joint tenants will

pass to other persons listed in the joint
tenancy. Finally, transfer on death assets (like
bank accounts or real property where you have
filed a transfer on death deed) will pass to the
persons you listed on transfer on death

instruments.

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