Comments on: Changing a Savings Bond's beneficiary to a co-owner http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/ Mon, 15 Mar 2010 14:46:22 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-61799 Mon, 08 Mar 2010 15:37:09 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-61799 Carol - Your question seems simple, but there are a lot of complications to getting the most benefits from your parent's Savings Bonds. <a href="http://www.amazon.com/dp/0976064537?tag=alert-20" rel="nofollow">I've written a book</a> that answers all the questions you have plus many more that you haven't thought of yet. You and your brother should each spend a weekend reading it before you make a move on the Savings Bonds. Tom Adams Carol - Your question seems simple, but there are a lot of complications to getting the most benefits from your parent's Savings Bonds. I've written a book that answers all the questions you have plus many more that you haven't thought of yet. You and your brother should each spend a weekend reading it before you make a move on the Savings Bonds.

Tom Adams

]]> by: Carol http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-61726 Mon, 08 Mar 2010 01:56:33 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-61726 My brother and I are equal beneficiaries to our folks's estate, which includes U.S. savings bonds. How should we procede in cashing the bonds and splitting the money and taxes? My brother and I are equal beneficiaries to our folks's estate, which includes U.S. savings bonds. How should we procede in cashing the bonds and splitting the money and taxes?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52453 Wed, 09 Dec 2009 16:05:02 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52453 Lori - in the story at the top of this page there's a link to another page that has the answers to the questions you're asking. Tom Adams Lori - in the story at the top of this page there's a link to another page that has the answers to the questions you're asking.

Tom Adams

]]> by: Lori MacFarlane http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52421 Wed, 09 Dec 2009 00:35:50 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52421 My dad has some EE bonds. His name is listed but his children are listed under his name ? as the beeficiary. My dad wants to change the beneficiaries. How does he do that? Is there paperwork to complete? If so where do you get the forms and what is the process? My dad has some EE bonds. His name is listed but his children are listed under his name ? as the beeficiary. My dad wants to change the beneficiaries. How does he do that? Is there paperwork to complete? If so where do you get the forms and what is the process?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52025 Mon, 30 Nov 2009 16:08:56 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-52025 Alberta - Yes. See <a href="http://www.savings-bond-advisor.com/updating-a-savings-bond-registration-when-there-is-a-living-co-owner-or-beneficiary/" rel="nofollow">this</a>. Tom Adams Alberta - Yes. See this.

Tom Adams

]]> by: Alberta J. Dobbe http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-51662 Wed, 25 Nov 2009 20:17:52 +0000 http://www.savings-bond-advisor.com/changing-the-beneficiary-to-a-co-owner/#comment-51662 If the owner of a bond dies can the POD take ownership without cashing in bonds? If the owner of a bond dies can the POD take ownership without cashing in bonds?

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