Legal Question in Wills and Trusts in Florida
I have several stock holdings that I would like to TOD to my two children. There is no way to divide the stocks equally since only one beneficiary can be named on each account. What can I do to be fair?
Asked on 6/20/12, 2:57 pm
2 Answers from Attorneys
Try another stock broker. I believe there are brokerage companies that will allow multiple names on a TOD account.
Answered on 6/20/12, 3:54 pm
Lucreita Becude
Lucreita D. Becude, P.A.
I agree with Mr. Kaplan. I found this to be unusual as my clients have several names on their accounts. Apparently you need a new broker.
Answered on 6/21/12, 5:10 am
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