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Tweedy, Browne Global Value Message Board

  • garyingrapevine garyingrapevine Feb 2, 2012 6:54 PM Flag


    Shareholders, Tweedy Browne does not offer a transfer on death option in taxable accts. In tax deffered I believe they do. In other words you cannot designate beneficiaries and if you do not have a will/trust, you investment will probably go to probate, lawyers, and what is left to Uncle Sam. If you have a will/trust I guess a clause should be put in that stipulates your benefiares. Will be checking w/my estate attorney shortly. Just found this out. Only and FYI

22.24-0.21(-0.94%)Feb 9 6:45 PMEST