What Happens to Your Money When You Die

Fort Pitt Capital Group in Webinar 1 July, 2021

Fort Pitt Capital Group’s Skylar Riddle, CFP®, and founding partner Michael Blehar discuss the realities of what happens to your money when you die. Their fireside chat-style webinar both demystifies and opens your eyes to the reality of transferring assets and debt after death. The pair discuss frequently asked questions like:

  • What happens to investment accounts when someone dies without a will?
  • What happens to their debt?
  • To whom should you make the first call to figure it all out?
  • What is a payable on death account?
  • How are different accounts taxed?
  • How soon do my heirs have access to the money?
  • Will having my assets in trust save taxes?
  • Do my investments need to be sold before transferring to my heirs?
  • How do my heirs pay death taxes?
  • Should I make any changes now with potential inheritance tax changes looming?
  • What if my heirs are not good with finances?
  • Who can explain my estate plan to my family?
  • Does my will avoid probate?

Still have questions? Contact a Fort Pitt Capital Group Financial advisor today.

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