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Jackie and Julie have been in a long - term relationship. Jackie wants to make sure that if she dies first, Julie will be provided
Jackie and Julie have been in a longterm relationship. Jackie wants to make sure that if she dies first, Julie will be provided for. Which of the following would you be likely to recommend to fulfill Jackies goal of transferring assets to Julie at Jackies death?
AName Julie as the beneficiary of Jackies retirement plan.
BTransfer the ownership of Jackies real estate investments into Tenancy by the Entirety.
CAdvise Jackie against writing a will that specifically bequeaths assets to Julie.
DRecommend that Jackie and Julie move to a community property state.
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