What Annuities Avoid Probate?

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   James Orgeron

   Kenner, LA

   You can generally avoid probate with any type of account or investment that names a beneficiary. That would include annuities, life insurance, and retirement accounts like a 401(k) or traditional or Roth IRAs. Check with an attorney, but after that you would generally have to use a trust to avoid probate with other assets.

   Answered on July 16, 2013

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