May 21, 2019 | Netzel Financial

The Importance of TOD & JTWROS Designations

The Importance of TOD & JTWROS Designations

By Netzel Financial|2019-05-21T15:10:13-07:00May 21st, 2019|

A convenient move that could ward off probate on your accounts.

Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.

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