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Asset Transfer Verification Checklist
Asset Transfer Verification Checklist

Funding Questions The Red Check Review System™ Brown Puckett Vogel, will review asset transfers through The Red Check Review System™. The Red Check Review System™ is our way of verifying that your accounts are titled correctly. We require the following information to verify ...

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Blog posts in September, 2017

  • Asset Ownership, Beneficiary Designations, & Transfer Verification Table

    Brown Puckett Vogel, is absolutely committed to fully funded living trust estate planning. In order to assist you in getting and keeping the trust ...

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  • What to do if a Family Member Dies

    What do I need to do now? That is the question we sometimes hear from clients after the death of a loved one. Losing a loved one is a difficult and ...

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