My Vanguard brokerage account is in my name only, with my wife as the primary beneficiary and our son as the secondary beneficiary. And same with my IRA & Roth. Does a named beneficiary keep these assets out of probate? Am I correct if it were a joint account with right of survivorship and I predeceased my wife, the assets would automatically transfer to her outside of probate? Thank you in advance.
Statistics: Posted by Myopic squirrel — Tue Sep 10, 2024 12:18 pm — Replies 3 — Views 148