Non-Probate Transfers

Many assets in modern finances no longer pass via the probate process.  These “non-probate” assets can include everything from your 401(k) or IRA accounts, to real property held in joint-tenancy.  Carlin & Shapiro can help you develop a whole estate plan, going beyond just a will.  This includes ensuring your non-probate assets are titling properly.  Proper titling ensures the property is given to whom you intend on your death.  Proper titling also can help maintain the deferred tax status of retirement funds for family members which inherit those accounts.