http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/ Thu, 17 May 2012 20:42:51 +0000 http://wordpress.org/?v=2.7 hourly 1 http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/comment-page-1/#comment-1588 Utopia Sun, 22 Mar 2009 23:23:40 +0000 http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/#comment-1588 Your Dad should get a Will 100% and then on the Mutual fund list your family as a beneficiary - Your Dad should get a Will 100%
and then on the Mutual fund list your family as a beneficiary -

]]> http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/comment-page-1/#comment-1587 KG Sat, 21 Mar 2009 04:56:32 +0000 http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/#comment-1587 Most mutual funds allow a beneficiary to be designated for just the event you describe. A will is almost always a good idea to settle all the implications of the estate. Most mutual funds allow a beneficiary to be designated for just the event you describe. A will is almost always a good idea to settle all the implications of the estate.

]]> http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/comment-page-1/#comment-1586 src50 Thu, 19 Mar 2009 08:47:06 +0000 http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/#comment-1586 He should ALWAYS have a current will. Normally, a mutual fund account will be become part of the estate. A alternate is a joint tenancy ownership for the account. He should ALWAYS have a current will. Normally, a mutual fund account will be become part of the estate. A alternate is a joint tenancy ownership for the account.

]]> http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/comment-page-1/#comment-1585 R Tue, 17 Mar 2009 12:30:19 +0000 http://www.secretfinance.com/blog/if-my-parent-decides-to-open-a-mutual-fund-and-then-he-diesthen-how-is-the-funds-passed-over/#comment-1585 They need a clear cut leagal will of what is going to who They need a clear cut leagal will of what is going to who

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