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    1. J

      Declaring Investments without a Will?

      If I want to leave a part of my cash assets to someone other than my wife and children, what are some good strategies to do so ? If I name them the beneficiary on my individual account, does this become a contradiction with that my wife is natural beneficiary of it ? Can I ask my life...
    2. J

      Declaring Investments without a Will?

      Correct. I am looking for ways. I think one option may be put everything in a Trust and Trustee can declare afterwards.
    3. J

      Declaring Investments without a Will?

      Telling the Beneficiary is not an option at this time - so i asked an option other than that.
    4. J

      Declaring Investments without a Will?

      What is the name of your state? New Jersey Hi, How do I declare all my Investment accounts so the Beneficiary knows to claim them - without having to go through Probate? [ Other than telling the Beneficiary about them while alive. ] Thank you.
    5. J

      How should I open my accounts?

      Lets say I have 10 investment accounts. I am imagining I can list those accounts on the Insurance one by one, and designate Beneficiary(ies) against them. I dont know if Insurance works that way - or is it just a blanket statement, that someone is a Beneficiary for all assets.
    6. J

      How should I open my accounts?

      Ok, so adding a Beneficiary on the Life Insurance seems to be a good way to avoid Probate, when I cannot designate a Beneficiary on an account directly. I am yet to know if the Insurance can list different accounts and beneficiaries, or is it a blanket statement that someone is a Beneficiary...
    7. J

      How should I open my accounts?

      Correct I will always try to have a Beneficiary. But several Real Estate Funds or Private Investment Groups are not that evolved to designate one. So the search for a non probate options. 1) If I have to designate a beneficiary in a Will, does a Will always go through Probate? 2) If I list...
    8. J

      How should I open my accounts?

      But a Will has to go through Probate, correct? It seems a good strategy may be, of course after confirming with a professional - 1)To have Individual Accounts with Benefeciary OR 2)If cannot designate a Beneficiary A)Put them as Beneficiaries of Individual Accts in the Will. OR B)Joint...
    9. J

      How should I open my accounts?

      While exploring ways to avoid Probate - Can I list all my investments in my Life Insurance and make my family the Beneficiary? Does that avoid Probate? That way I wont have to have Joint Accounts, where the firm cannot Designate a Beneficiary?
    10. J

      How should I open my accounts?

      Yes thats a concern... but these are illiquid investments that only cash after every few years, like Real Estate shares. And my family is not aware or actively involved with them. So the primary concern here is to pass them along to them just in case, without a probate.
    11. J

      How should I open my accounts?

      Sure, I agree. I am in the process of finding a professional. I am only asking these in a Forum capacity in the meanwhile, and I understand the advice here cannot be considered legal. I am in New Jersey. Correct, only if they know about these investment accounts. Do I have to change the...
    12. J

      How should I open my accounts?

      Thanks LdiJ. Two follow up questions - Is this true about Investment Accounts also? Like stocks, bonds, mutual funds, real estate etc. Some investment firms dont have a way to appoint a Beneficiary. What can I do in that case to ensure the asset goes to wife/ children without Probate? I...
    13. J

      How should I open my accounts?

      What is the name of your state? New Jersey Hi, 1) - How should I open my bank and investment accounts, so that my wife does not automatically get money from them in case of a Divorce? At the same time, I want the money to go to her and children, as surviving beneficiaries only. Without going...

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