Janne O’Neil–Trusts, Transferring Assets–The Six Ways! We are video-taping for posting on our blog!
July 6th, 2008 . by Mike KellyI’m delighted once again to have Attorney at law, Janne O’Neil on the show today. Janne specializes in trusts and wills and can advise you on the complications therein! Janne and I will be talking about the six ways assets are transferred:
- By doing Nothing–not a good idea!
- By a Will
- By a Trust
- by Designated Beneficiaries
- By Operation of Law: Joint Tenancy with Rights of Survivorship,community property, Community Property with Right of Survivorship.
- Gifts
This and more as we speak with Janne this morning. As the headline states, we are video-taping this hour and will be posting it onto the blog for your listening and VIEWING pleasure around Wednesday!! Janne falls into the category of guest who’s information is so valueable I want it to be a resource for YOU the listener. That’s Janne and I on the Blog’s cover page! Janne can be reached at 707-577-8805. Her office is here in Santa Rosa at: 2300 Bethards Drive, Suite F, Santa Rosa, Ca 95405
