Whose to Blame?

When someone dies and an account goes somewhere it isn't supposed to, whose to blame for it?

The financial advisor?

The attorney?

Someone else?

When citizens use a revocable living trust in their estate plan to avoid probate for their beneficiaries, then account titles and beneficiary designations need to line up with the overall plan. In this podcast, Jeff reviews these concepts of blame in the backdrop of historic Colonial Williamsburg, adding some entertaining history and tales.

Check out the YouTube video version here.

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