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Jackie and Julie were recently married . Jackie wants to make sure that if she dies first, Julie will be provided for. Which of the
Jackie and Julie were recently married. 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?
A. Name Julie as the beneficiary of Jackies retirement plan.
B. Transfer the ownership of Jackies real estate investments into Tenancy by the Entirety.
C. Advise Jackie to write a will that specifically bequeaths assets to Julie.
D. All of the above.
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