What Happens to Your Money When You DieJoin Fort Pitt’s Financial Advisors, Daryl Patten and Cory Phillips, CFP®, CRPC™ as they discuss the realities of what happens to your money when you die. The presentation will cover:
• 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 if my heirs are not good with finances?
• Does my will avoid probate?
• How does having a beneficiary on my account impact me or others?
• What is the difference between a beneficiary on an IRA and a Transfer On Death on a brokerage account?
Smart Inheritance: How to Keep Wealth in the FamilySmart Inheritance: How to Keep Wealth in the Family- May 7, 2024
Join Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation will cover:
• Structuring your family’s wealth plan
• Preserving assets for the next generation
• Minimizing taxes
• Financial literacy for the next generation
And more!