[Question regarding distribution to beneficiaries]

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ravd1234
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Joined: Sun Aug 16, 2015 12:06 pm

[Question regarding distribution to beneficiaries]

Post by ravd1234 » Mon Jan 13, 2020 12:14 pm

[Split off from topic POST YOUR QUESTIONS FOR THE EXPERTS PANEL Q&A HERE -- mod oldcomputerguy]

Hi
I appreciate if you can help me out on below. My wife & I own a Jt. WROS brokerage account with Fidelity. Currently the account is set up with my two adult children as the beneficiaries. I would like to see half of the money go to our children when one of us passed away. Will changing our account from Jt. WROS to a Jt. Tenancy in Common accomplished my goal? Thank you ahead for your help.

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