{"id":3470,"date":"2024-06-05T11:43:44","date_gmt":"2024-06-05T02:43:44","guid":{"rendered":"https:\/\/preview.ht-tax.or.jp\/sozoku-guide\/?p=3470"},"modified":"2024-06-24T18:16:59","modified_gmt":"2024-06-24T09:16:59","slug":"probate-eligible","status":"publish","type":"post","link":"https:\/\/www.ht-tax.or.jp\/sozoku-guide\/probate-eligible","title":{"rendered":"\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523\u306f\uff1f\u5bfe\u8c61\u304b\u3089\u5916\u3059\u65b9\u6cd5\u3082\u89e3\u8aac\uff01"},"content":{"rendered":"

\u300c\u6d77\u5916\u306b\u3042\u308b\u8ca1\u7523\u306e\u76f8\u7d9a\u3067\u306f\u30d7\u30ed\u30d9\u30fc\u30c8\u3068\u3044\u3046\u3082\u306e\u304c\u3042\u308b\u3063\u3066\u805e\u3044\u305f\u3051\u3069\u3001\u3069\u3046\u3044\u3046\u8ca1\u7523\u304c\u5bfe\u8c61\u306b\u306a\u308b\u306e\u3060\u308d\u3046\u304b\u2026\uff1f\u300d<\/strong><\/p>\n

\u6d77\u5916\u306b\u4f55\u304b\u3057\u3089\u306e\u8ca1\u7523\u3092\u304a\u6301\u3061\u306e\u65b9\u306e\u4e2d\u306b\u306f\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u3068\u3044\u3046\u8033\u6163\u308c\u306a\u3044\u8a00\u8449\u3092\u805e\u3044\u3066\u3001\u3053\u306e\u3088\u3046\u306a\u7591\u554f\u3092\u6301\u305f\u308c\u305f\u65b9\u3082\u3044\u3089\u3063\u3057\u3083\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30d7\u30ed\u30d9\u30fc\u30c8\u3068\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u30a4\u30ae\u30ea\u30b9\u306e\u6cd5\u4f53\u7cfb\u306e\u56fd\u306b\u304a\u3051\u308b\u76f8\u7d9a\u3067\u5fc5\u8981\u3068\u306a\u308b\u3001\u88c1\u5224\u6240\u624b\u7d9a\u304d\u3067\u3059\u3002<\/u><\/span>
\n\u6642\u9593\u3084\u8cbb\u7528\u304c\u304b\u304b\u308b\u306a\u3069\u3001\u76f8\u7d9a\u4eba\u306b\u3068\u3063\u3066\u306f\u8ca0\u62c5\u304c\u5927\u304d\u304f\u3001\u56de\u907f\u3059\u3079\u304d\u624b\u7d9a\u304d\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u30d7\u30ed\u30d9\u30fc\u30c8\u306f\u3001\u88ab\u76f8\u7d9a\u4eba\u304c\u65e5\u672c\u56fd\u7c4d\u3067\u3042\u3063\u3066\u3082\u3001\u8ca1\u7523\u304c\u8a72\u5f53\u5730\u57df\u306b\u3042\u308c\u3070\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002<\/span>
\n\u305d\u306e\u305f\u3081\u30d7\u30ed\u30d9\u30fc\u30c8\u5236\u5ea6\u304c\u8a2d\u3051\u3089\u308c\u3066\u3044\u308b\u56fd\u306b\u8ca1\u7523\u3092\u304a\u6301\u3061\u3067\u3042\u308c\u3070\u3001\u3069\u306e\u3088\u3046\u306a\u8ca1\u7523\u304c\u305d\u306e\u5bfe\u8c61\u3068\u306a\u308b\u304b\u306f\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u4e8b\u67c4\u3068\u3044\u3048\u307e\u3059\u3002<\/p>\n

\u672c\u8a18\u4e8b\u3067\u306f\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523\u30fb\u306a\u3089\u306a\u3044\u8ca1\u7523\u3001\u8ca1\u7523\u3092\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u304b\u3089\u5916\u3059\u65b9\u6cd5\u306a\u3069\u3092\u89e3\u8aac\u3057\u3066\u3044\u307e\u3059\u3002\u00a0\u30d7\u30ed\u30d9\u30fc\u30c8\u306b\u95a2\u3057\u3066\u304a\u56f0\u308a\u306e\u65b9\u306f\u3001\u305c\u3072\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u203b\u672c\u8a18\u4e8b\u3067\u7d39\u4ecb\u3059\u308b\u5185\u5bb9\u306f\u3042\u304f\u307e\u3067\u4e00\u822c\u7684\u306a\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002
\n\u30d7\u30ed\u30d9\u30fc\u30c8\u30842\u7ae0\u3067\u7d39\u4ecb\u3059\u308b\u65b9\u6cd5\u306b\u95a2\u3057\u3066\u306e\u7d30\u304b\u306a\u8981\u4ef6\u7b49\u306f\u3001\u56fd\u3084\u5dde\u306b\u3088\u3063\u3066\u7570\u306a\u3063\u3066\u304d\u307e\u3059\u3002<\/span>
\n\u3054\u81ea\u8eab\u306e\u30b1\u30fc\u30b9\u3067\u3082\u3053\u306e\u8a18\u4e8b\u306e\u5185\u5bb9\u304c\u5f53\u3066\u306f\u307e\u308b\u304b\u3069\u3046\u304b\u306f\u3001\u5c02\u9580\u5bb6\u3078\u3054\u76f8\u8ac7\u3044\u305f\u3060\u304f\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/span><\/p>\n

1.\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523\u30fb\u306a\u3089\u306a\u3044\u8ca1\u7523<\/h2>\n

\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523\u304b\u3001\u306a\u3089\u306a\u3044\u8ca1\u7523\u304b\u306f\u3001\u57fa\u672c\u7684\u306b\u306f\u500b\u4eba\u540d\u7fa9\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u304b\u5426\u304b<\/span>\u3067\u9055\u3044\u304c\u3042\u308a\u307e\u3059\u3002
\n\u500b\u4eba\u540d\u7fa9\u306e\u8ca1\u7523\u306f\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3059\u304c\u3001\u500b\u4eba\u540d\u7fa9\u4ee5\u5916\u306e\u8ca1\u7523\u306f\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n\n
\n
\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523<\/div>\n<\/th>\n
\u500b\u4eba\u540d\u7fa9\u306e\u8ca1\u7523<\/strong><\/td>\n<\/tr>\n
\n
\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u3089\u306a\u3044\u8ca1\u7523<\/div>\n<\/th>\n
\u500b\u4eba\u540d\u7fa9\u4ee5\u5916\u306e\u8ca1\u7523
\n<\/strong>\u4f8b\uff09
\n\u2460\u30c8\u30e9\u30b9\u30c8(\u4fe1\u8a17)\u540d\u7fa9\u306b\u3057\u3066\u3044\u308b\u8ca1\u7523
\n<\/u>\u8a73\u7d30\u306f2-1<\/a>\u3092\u53c2\u7167<\/span><\/p>\n
\u2461\u5171\u540c\u540d\u7fa9\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u8ca1\u7523(\u30b8\u30e7\u30a4\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30b8\u30e7\u30a4\u30f3\u30c8\u30c6\u30ca\u30f3\u30b7\u30fc)<\/u><\/div>\n
\u8a73\u7d30\u306f2-2<\/a>\u3092\u53c2\u7167<\/p>\n

\u2462\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30d7\u30ed\u30d1\u30c6\u30a3*\u3068\u3055\u308c\u308b\u8ca1\u7523
\n<\/u>
\n\u2463\u88ab\u76f8\u7d9a\u4eba\u306e\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u306b\u4ed6\u8005\u306b\u53d7\u3051\u7d99\u304c\u308c\u308b\u8ca1\u7523<\/u><\/div>\n

\u30fb\u751f\u547d\u4fdd\u967a
\n\u30fb<\/strong>\u500b\u4eba\u5e74\u91d1\u53e3\u5ea7(401k\u3001IRA\u306a\u3069)
\n\u30fb\u6b7b\u4ea1\u6642\u8b72\u6e21(TODD)\u3001\u6b7b\u4ea1\u6642\u652f\u6255(POD)<\/div>\n
\u3000\u8a73\u7d30\u306f2-3<\/a>\u3092\u53c2\u7167<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30d7\u30ed\u30d1\u30c6\u30a3(\u592b\u5a66\u5171\u6709\u8ca1\u7523\u6a29)\u2026<\/span>\u592b\u5a66\u306e\u7d50\u5a5a\u671f\u9593\u4e2d\u306b\u53d6\u5f97\u3057\u305f\u8ca1\u7523\u3092\u3001\u592b\u5a66\u30672\u5206\u306e1\u305a\u3064\u6240\u6709\u3059\u308b\u6240\u6709\u5f62\u614b\u306e\u3053\u3068\u3002\u30a2\u30e1\u30ea\u30ab\u306e9\u3064\u306e\u5dde\u3067\u63a1\u7528\u3055\u308c\u3066\u3044\u308b\u3002\u306a\u304a\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30d7\u30ed\u30d1\u30c6\u30a3\u306e\u8ca1\u7523\u306f\u3001\u540d\u7fa9\u4e0a\u3067\u306f\u500b\u4eba\u306e\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u308b<\/span><\/p>\n

\u5177\u4f53\u7684\u306a\u8ca1\u7523\u306e\u4f8b\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n

\n

\u2460\u91d1\u878d\u8ca1\u7523<\/strong>
\n\u9280\u884c\u53e3\u5ea7\u3001\u6295\u8cc7\u53e3\u5ea7\u3001\u682a\u5f0f\u7b49\u306e\u6709\u4fa1\u8a3c\u5238\u3001\u8a3c\u5238\u53e3\u5ea7\u306a\u3069
\n\u2461\u4e0d\u52d5\u7523\u00a0<\/strong>
\n\u571f\u5730\u3001\u5efa\u7269\u3001\u30b3\u30f3\u30c9\u30df\u30cb\u30a2\u30e0*\u306a\u3069
\n\u2462\u8a3c\u66f8\u3001\u6a29\u5229\u66f8
\n\u2463\u81ea\u52d5\u8eca
\n\u2464\u5bb6\u8ca1\u9053\u5177<\/strong>
\nPC\u7b49\u306e\u96fb\u5b50\u6a5f\u5668\u3001\u5bb6\u96fb\u88fd\u54c1\u3001\u5bb6\u5177\u3001\u8863\u985e\u3001\u7f8e\u8853\u54c1\u3001\u30b8\u30e5\u30a8\u30ea\u30fc\u306a\u3069<\/p>\n

\u203b\u305d\u306e\u307b\u304b\u3001\u88ab\u76f8\u7d9a\u4eba\u500b\u4eba\u304c\u62b1\u3048\u3066\u3044\u305f\u501f\u91d1\u3084\u30ed\u30fc\u30f3\u306a\u3069\u306e\u8ca0\u50b5\u3082\u3042\u308c\u3070\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u969b\u306b\u8abf\u67fb\u3055\u308c\u307e\u3059<\/p>\n<\/div>\n

*\u30b3\u30f3\u30c9\u30df\u30cb\u30a2\u30e0<\/span>\u2026\u4e3b\u306b\u30a2\u30e1\u30ea\u30ab\u3084\u30ab\u30ca\u30c0\u306b\u304a\u3051\u308b\u5206\u8b72\u30bf\u30a4\u30d7\u306e\u96c6\u5408\u4f4f\u5b85\u306e\u3053\u3068<\/span><\/p>\n

\u8ca1\u7523\u306e\u7a2e\u985e\u306b\u95a2\u4fc2\u306a\u304f\u3001\u4e0a\u8a18\u306e\u3088\u3046\u306a\u8ca1\u7523\u3092\u500b\u4eba\u540d\u7fa9\u3067\u5951\u7d04\u30fb\u6240\u6709\u3057\u3066\u3044\u308c\u3070\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u306b\u3001\u5148\u307b\u3069\u306e\u8868\u306e\u2460\uff5e\u2463\u3067\u6319\u3052\u305f\u3088\u3046\u306a\u5f62\u5f0f\u3067\u6240\u6709\u3057\u3066\u3044\u308c\u3070\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u5916\u306b\u306a\u308a\u307e\u3059\u3002
\n\u3064\u307e\u308a\u3001\u73fe\u5728\u500b\u4eba\u540d\u7fa9\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u8ca1\u7523\u306f\u3001\u2460\uff5e\u2463\u306e\u3088\u3046\u306a\u65b9\u6cd5\u3092\u6d3b\u7528\u3059\u308c\u3070\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u5916\u3068\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

2.\u8ca1\u7523\u3092\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u304b\u3089\u5916\u30593\u3064\u306e\u65b9\u6cd5<\/h2>\n

\u73fe\u5728\u304a\u6301\u3061\u306e\u8ca1\u7523\u304c\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3067\u3042\u308b\u5834\u5408\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u65b9\u6cd5\u3092\u53d6\u308b\u3053\u3068\u3067\u5bfe\u8c61\u304b\u3089\u5916\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\n
    \n
  • \u30c8\u30e9\u30b9\u30c8\u3092\u6d3b\u7528\u3059\u308b<\/li>\n
  • \u30b8\u30e7\u30a4\u30f3\u30c8\u5f62\u5f0f\u3067\u6240\u6709\u3057\u3066\u304a\u304f<\/li>\n
  • \u6307\u5b9a\u3057\u305f\u4eba\u304c\u76f8\u7d9a\u767a\u751f\u6642\u306b\u8ca1\u7523\u3092\u53d7\u3051\u53d6\u308c\u308b\u5236\u5ea6\u3092\u6d3b\u7528\u3059\u308b<\/li>\n<\/ul>\n<\/div>\n

    2-1.\u30c8\u30e9\u30b9\u30c8\u3092\u6d3b\u7528\u3059\u308b<\/h3>\n

    \u307e\u305a\u306f\u30c8\u30e9\u30b9\u30c8(\u4fe1\u8a17)<\/span>\u3092\u6d3b\u7528\u3059\u308b\u65b9\u6cd5\u3067\u3059\u3002
    \n\u30c8\u30e9\u30b9\u30c8\u3068\u306f\u3001\u8ca1\u7523\u306e\u6240\u6709\u8005\u304c\u751f\u524d\u306e\u3046\u3061\u306b\u4fe1\u8a17\u5951\u7d04\u66f8\u3092\u4f5c\u6210\u3057\u3001\u81ea\u8eab\u306e\u8ca1\u7523\u3092\u30c8\u30e9\u30b9\u30c8\u540d\u7fa9\u306b\u5909\u66f4\u3057\u3066\u7ba1\u7406\u30fb\u904b\u7528\u3057\u3066\u3082\u3089\u3046\u5236\u5ea6\u3067\u3059\u3002<\/u>
    \n\u8ca1\u7523\u306e\u6240\u6709\u8005(\u59d4\u8a17\u8005)\u304c<\/span>\u4fe1\u8a17\u5951\u7d04\u66f8\u306b\u3066\u3001\u4fe1\u8a17\u8ca1\u7523\u3092\u7ba1\u7406\u30fb\u904b\u7528\u3059\u308b\u4eba(\u53d7\u8a17\u8005)\u3068\u3001\u904b\u7528\u306b\u3088\u308a\u5229\u76ca\u3092\u5f97\u308b\u4eba(\u53d7\u76ca\u8005)\u3092\u8a2d\u5b9a\u3057\u3001\u53d7\u8a17\u8005\u3078\u8ca1\u7523\u3092\u79fb\u8ee2\u3057\u307e\u3059\u3002\u53d7\u8a17\u8005\u306f\u59d4\u8a17\u8005\u81ea\u8eab\u304c\u62c5\u3046\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002<\/span><\/p>\n


    \n\u305d\u3057\u3066\u59d4\u8a17\u8005\u304c\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u3001\u53d7\u8a17\u8005\u306f\u53d7\u76ca\u8005\u3078\u30c8\u30e9\u30b9\u30c8\u306b\u3042\u308b\u907a\u7523\u306e\u5206\u914d\u3092\u884c\u3044\u307e\u3059\u3002
    \n\u3053\u308c\u306b\u3088\u308a\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u624b\u7d9a\u304d\u3092\u7d4c\u308b\u3053\u3068\u306a\u304f\u907a\u7523\u304c\u5f15\u304d\u7d99\u304c\u308c\u307e\u3059\u3002<\/p>\n

    \u30c8\u30e9\u30b9\u30c8\u3067\u306f\u3001\u8ca1\u7523\u306e\u7a2e\u985e\u306b\u95a2\u4fc2\u306a\u304f\u30c8\u30e9\u30b9\u30c8\u540d\u7fa9\u3068\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8ca1\u7523\u306e\u4e2d\u8eab\u3092\u516c\u958b\u3055\u308c\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/span>
    \n\u307e\u305f\u53d6\u6d88\u53ef\u80fd\u4fe1\u8a17\u3092\u9078\u629e\u3057\u3066\u3044\u308c\u3070\u3001\u4fe1\u8a17\u8ca1\u7523\u306e\u5897\u6e1b\u3084\u53d7\u8a17\u8005\u30fb\u53d7\u76ca\u8005\u306e\u5909\u66f4\u3001\u4fe1\u8a17\u306e\u64a4\u56de\u3082\u53ef\u80fd\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

    \u305f\u3060\u3057\u3001\u305d\u306e\u56fd\u306b\u5c45\u4f4f\u3057\u3066\u3044\u306a\u3044\u4eba\u306f\u53d7\u8a17\u8005\u306b\u6307\u5b9a\u3067\u304d\u306a\u3044\u7b49\u306e\u30eb\u30fc\u30eb\u304c\u3042\u308b\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u306e\u3067\u3001\u6d3b\u7528\u3059\u308b\u969b\u306f\u4e8b\u524d\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n

    2-2.\u30b8\u30e7\u30a4\u30f3\u30c8\u5f62\u5f0f\u3067\u6240\u6709\u3057\u3066\u304a\u304f<\/h3>\n

    \u30b8\u30e7\u30a4\u30f3\u30c8\u5f62\u5f0f\u306b\u3088\u3063\u3066\u8ca1\u7523\u3092\u6240\u6709\u3057\u3066\u304a\u304f\u3068\u3044\u3046\u65b9\u6cd5\u3082\u3042\u308a\u307e\u3059\u3002
    \n\u30b8\u30e7\u30a4\u30f3\u30c8\u5f62\u5f0f\u3068\u306f\u8ca1\u7523\u30922\u4eba\u4ee5\u4e0a\u306e\u8907\u6570\u306e\u500b\u4eba\u3067\u3001\u5171\u540c\u6240\u6709\u3059\u308b\u5f62\u5f0f\u306e\u3053\u3068\u3067\u3059\u3002
    \n\u4ee3\u8868\u7684\u306a\u3082\u306e\u3068\u3057\u3066\u3001\u30b8\u30e7\u30a4\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8<\/span>\u3084\u30b8\u30e7\u30a4\u30f3\u30c8\u30c6\u30ca\u30f3\u30b7\u30fc<\/span>\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

    \u30b8\u30e7\u30a4\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8\u3000Joint Account<\/h4>\n

    \u30b8\u30e7\u30a4\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8(\u5171\u540c\u540d\u7fa9\u53e3\u5ea7)\u3068\u306f\u3001\uff12\u4eba\u4ee5\u4e0a\u306e\u5171\u540c\u540d\u7fa9\u3067\u958b\u8a2d\u3057\u3066\u3044\u308b\u9280\u884c\u53e3\u5ea7\u3084\u8a3c\u5238\u53e3\u5ea7\u306e\u3053\u3068\u3067\u3059\u3002<\/u>\u540d\u7fa9\u4eba\u306e\u3046\u3061\u306e\u8ab0\u304b\u304c\u4ea1\u304f\u306a\u3063\u305f\u5834\u5408\u3001\u4ed6\u306e\u540d\u7fa9\u4eba\u3078\u3068\u53e3\u5ea7\u5185\u306e\u8ca1\u7523\u3084\u53e3\u5ea7\u306e\u6301\u5206\u304c\u5f15\u304d\u7d99\u304c\u308c\u307e\u3059\u3002<\/p>\n

    <\/p>\n

    \u30b8\u30e7\u30a4\u30f3\u30c8\u30c6\u30ca\u30f3\u30b7\u30fc\u3000Joint Tenancy<\/h4>\n

    \u30b8\u30e7\u30a4\u30f3\u30c8\u30c6\u30ca\u30f3\u30b7\u30fc(\u5408\u6709\u8ca1\u7523\u6a29)\u3068\u306f\u30012\u4eba\u4ee5\u4e0a\u306e\u8907\u6570\u306e\u500b\u4eba\u3067\u4e0d\u52d5\u7523\u306a\u3069\u306e\u8ca1\u7523\u3092\u3001\u5747\u7b49\u306b\u6240\u6709\u3059\u308b\u5f62\u614b\u306e\u3053\u3068\u3067\u3059\u3002<\/u>\u6240\u6709\u8005\u306e\u3046\u3061\u306e\u8ab0\u304b\u304c\u4ea1\u304f\u306a\u3063\u305f\u5834\u5408\u306b\u3001\u4ed6\u306e\u4eba\u3078\u3068\u6240\u6709\u6a29\u304c\u81ea\u52d5\u7684\u306b\u79fb\u8ee2\u3057\u307e\u3059\u3002<\/span>
    \n\u4e00\u822c\u7684\u306b\u306f\u4e0d\u52d5\u7523\u306b\u5bfe\u3057\u3066\u3088\u304f\u5229\u7528\u3055\u308c\u307e\u3059\u304c\u3001\u305d\u308c\u4ee5\u5916\u306e<\/span>\u591a\u7a2e\u591a\u69d8\u306a\u8ca1\u7523\u306b\u304a\u3044\u3066\u3082\u5229\u7528\u3067\u304d\u307e\u3059\u3002<\/span><\/p>\n

    <\/p>\n

    \u3053\u308c\u3089\u306e\u5f62\u5f0f\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u8ca1\u7523\u306f\u3001\u76f8\u7d9a\u767a\u751f\u5f8c\u3067\u3082\u4ed6\u306e\u6240\u6709\u8005\u3078\u3068\u30d7\u30ed\u30d9\u30fc\u30c8\u3092\u7d4c\u305a\u306b\u5f15\u304d\u7d99\u304c\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002
    \n\u306a\u304a\u3001\u6700\u5f8c\u307e\u3067\u751f\u5b58\u3057\u3066\u3044\u305f\u6240\u6709\u8005\u304c\u4ea1\u304f\u306a\u3063\u305f\u5834\u5408\u306f\u3001\u6240\u6709\u6a29\u306e\u79fb\u308a\u5148\u304c\u306a\u304f\u306a\u308b\u305f\u3081\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n

    2-3.\u6307\u5b9a\u3057\u305f\u4eba\u304c\u76f8\u7d9a\u767a\u751f\u6642\u306b\u8ca1\u7523\u3092\u53d7\u3051\u53d6\u308c\u308b\u5236\u5ea6\u3092\u6d3b\u7528\u3059\u308b<\/h3>\n

    \u6307\u5b9a\u3057\u305f\u4eba\u3078\u3068\u3001\u76f8\u7d9a\u767a\u751f\u6642\u306b\u8ca1\u7523\u3092\u5f15\u304d\u7d99\u304c\u305b\u308b\u5236\u5ea6\u3092\u6d3b\u7528\u3059\u308b\u306e\u3082\u4e00\u3064\u306e\u624b\u3067\u3059\u3002
    \n\u4f8b\u3048\u3070TODD<\/span>\u3084\u3001POD<\/span>\u3068\u3044\u3063\u305f\u5236\u5ea6\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n

    TODD\u3000\u00a0Transfer On Death Deed<\/h4>\n

    TODD(\u6b7b\u4ea1\u6642\u8b72\u6e21\u8a3c\u66f8)\u3068\u306f\u3001\u6240\u6709\u8005\u306e\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u306b\u6307\u5b9a\u3057\u305f\u53d7\u53d6\u4eba\u3078\u3068\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u3092\u7d4c\u305a\u306b\u4e0d\u52d5\u7523\u3092\u8b72\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u6587\u66f8\u3067\u3059\u3002<\/u>
    \n\u3053\u308c\u3092\u6240\u6709\u8005\u304c\u751f\u524d\u306b\u767b\u8a18\u3057\u3066\u304a\u304f\u3053\u3068\u3067\u3001\u6240\u6709\u8005\u306e\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u306f\u53d7\u53d6\u4eba\u3078\u3068\u6240\u6709\u6a29\u304c\u79fb\u8ee2\u3057\u307e\u3059\u3002<\/p>\n

    POD\u3000\u00a0Payable On Death<\/h4>\n

    POD(\u6b7b\u4ea1\u6642\u652f\u6255\u5236\u5ea6)\u3068\u306f\u3001\u53e3\u5ea7\u540d\u7fa9\u4eba\u306e<\/u>\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u306b\u6307\u5b9a\u3057\u305f\u53d7\u53d6\u4eba\u3078\u3068\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u3092\u7d4c\u305a\u306b\u9280\u884c\u53e3\u5ea7\u6b8b\u9ad8\u304c\u652f\u6255\u308f\u308c\u308b\u5236\u5ea6\u3067\u3059\u3002<\/u>
    \n\u540d\u7fa9\u4eba\u304c\u751f\u524d\u306b\u91d1\u878d\u6a5f\u95a2\u3067\u624b\u7d9a\u304d\u3092\u884c\u3063\u3066\u304a\u304f\u3053\u3068\u3067\u3001\u540d\u7fa9\u4eba\u306e\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u3001\u53d7\u53d6\u4eba\u306f\u672c\u4eba\u78ba\u8a8d\u3092\u6e08\u307e\u305b\u308b\u3060\u3051\u3067\u53e3\u5ea7\u6b8b\u91d1\u306e\u652f\u6255\u3044\u3092\u53d7\u3051\u3089\u308c\u307e\u3059\u3002<\/p>\n

    \u3053\u308c\u3089\u306f\u30c8\u30e9\u30b9\u30c8\u3088\u308a\u3082\u4f5c\u6210\u304c\u5bb9\u6613\u3067\u3001\u307e\u305f\u6240\u6709\u8005\u304c\u751f\u524d\u306b\u4fee\u6b63\u3092\u52a0\u3048\u305f\u308a\u64a4\u56de\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002<\/span>
    \n\u305f\u3060\u3057\u3001\u53d7\u53d6\u4eba\u304c\u6240\u6709\u8005\u3088\u308a\u5148\u306b\u4ea1\u304f\u306a\u3063\u305f\u5834\u5408\u306f\u7121\u52b9\u3068\u306a\u3063\u3066\u3057\u307e\u3046\u3053\u3068\u3001\u56fd\u3084\u5dde\u306b\u3088\u3063\u3066\u306f\u5236\u5ea6\u305d\u306e\u3082\u306e\u304c\u8a2d\u3051\u3089\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u3082\u3042\u308b\u306e\u3067\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002<\/p>\n

    3.\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u7b56\u3092\u751f\u524d\u304b\u3089\u7acb\u3066\u3066\u304a\u3053\u3046<\/h2>\n

    1\u7ae0\u30fb2\u7ae0\u306e\u5185\u5bb9\u3092\u8e0f\u307e\u3048\u305f\u4e0a\u3067\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u3078\u306e\u5bfe\u7b56\u306f\u751f\u524d\u304b\u3089\u3057\u3063\u304b\u308a\u7acb\u3066\u3066\u304a\u304f\u3088\u3046\u306b\u3057\u307e\u3057\u3087\u3046\u3002<\/strong>
    \n\u306a\u305c\u306a\u3089\u30d7\u30ed\u30d9\u30fc\u30c8\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u3001\u76f8\u7d9a\u4eba\u306b\u3068\u3063\u3066\u30c7\u30e1\u30ea\u30c3\u30c8\u306e\u591a\u3044\u5236\u5ea6\u3060\u304b\u3089\u3067\u3059\u3002<\/span><\/p>\n

    \n
      \n
    • \u6642\u9593\u304c\u304b\u304b\u308b<\/strong><\/span>
      \n\u3059\u3079\u3066\u7d42\u308f\u308b\u307e\u3067\u306b1\u5e74\uff5e3\u5e74\u307b\u3069\u304b\u304b\u308b\u3053\u3068\u3082\u3042\u308b<\/span><\/li>\n
    • \u30d7\u30ed\u30d9\u30fc\u30c8\u5bfe\u8c61\u3068\u306a\u3063\u305f\u91d1\u92ad\u306f\u4ed6\u306e\u652f\u6255\u3044\u7b49\u306b\u5229\u7528\u3067\u304d\u306a\u3044<\/strong><\/span><\/li>\n
    • \u9ad8\u984d\u306a\u8cbb\u7528\u304c\u304b\u304b\u308b<\/strong><\/span>
      \n\u88c1\u5224\u6240\u3078\u306e\u624b\u6570\u6599\u3001\u8ca1\u7523\u306e\u9451\u5b9a\u8cbb\u7528\u3001\u5f01\u8b77\u58eb\u3078\u306e\u5831\u916c\u306a\u3069<\/span><\/li>\n
    • \u907a\u8a00\u3084\u907a\u7523\u306e\u5185\u5bb9\u304c\u516c\u958b\u3055\u308c\u3066\u3057\u307e\u3046<\/strong><\/span><\/li>\n
    • \u624b\u9593\u304c\u304b\u304b\u308b<\/strong><\/span>
      \n\u65e5\u672c\u8a9e\u306e\u66f8\u985e\u306f\u7ffb\u8a33\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044<\/span><\/li>\n<\/ul>\n<\/div>\n

      \u3054\u81ea\u8eab\u306e\u8ca1\u7523\u304c\u3053\u3046\u3057\u305f\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u3089\u306a\u3044\u3088\u3046\u30012\u7ae0\u3067\u304a\u4f1d\u3048\u3057\u305f\u3088\u3046\u306a\u65b9\u6cd5\u3092\u6d3b\u7528\u3057\u3066\u3001\u751f\u524d\u304b\u3089\u5c11\u3057\u3067\u3082\u5bfe\u7b56\u3092\u884c\u3063\u3066\u304a\u304f\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002
      \n\u3059\u3079\u3066\u306e\u8ca1\u7523\u3092\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u5916\u306b\u3067\u304d\u306a\u304f\u3066\u3082\u3001\u5bfe\u8c61\u8ca1\u7523\u304c\u5c11\u306a\u3044\u3053\u3068\u3067\u901a\u5e38\u3088\u308a\u3082\u7c21\u6613\u306a\u30d7\u30ed\u30d9\u30fc\u30c8\u624b\u7d9a\u304d\u3067\u6e08\u3080\u30b1\u30fc\u30b9\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

      \u306a\u304a\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u624b\u7d9a\u304d\u3084\u30d7\u30ed\u30d9\u30fc\u30c8\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306e\u5bfe\u7b56\u3092\u7acb\u3066\u305f\u3044\u5834\u5408\u306f\u3001\u56fd\u969b\u76f8\u7d9a\u306b\u5f37\u3044\u5c02\u9580\u5bb6\u3078\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002<\/span>
      \n\u30d7\u30ed\u30d9\u30fc\u30c8\u5236\u5ea6\u305d\u306e\u3082\u306e\u304c\u65e5\u672c\u4eba\u306b\u3068\u3063\u3066\u306f\u99b4\u67d3\u307f\u306e\u306a\u3044\u3082\u306e\u3067\u3042\u308a\u3001\u307e\u305f\u56fd\u3084\u5dde\u306b\u3088\u3063\u3066\u8981\u4ef6\u3084\u30eb\u30fc\u30eb\u306b\u7d30\u304b\u306a\u9055\u3044\u304c\u3042\u308a\u307e\u3059\u3002
      \n\u73fe\u5730\u306e\u65b9\u3067\u3082\u30d7\u30ed\u30d9\u30fc\u30c8\u306b\u95a2\u3057\u3066\u306f\u58eb\u696d\u306e\u65b9\u306b\u983c\u308b\u5834\u5408\u304c\u591a\u304f\u3001\u65e5\u672c\u4eba\u304c\u81ea\u529b\u3067\u5bfe\u5fdc\u3057\u3088\u3046\u3068\u3059\u308b\u306e\u306f\u304b\u306a\u308a\u7121\u8b00\u306a\u6311\u6226\u3067\u3059\u3002\u00a0\u7121\u7406\u305b\u305a\u5c02\u9580\u5bb6\u3078\u3068\u3054\u76f8\u8ac7\u3044\u305f\u3060\u304f\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n

      4.\u307e\u3068\u3081<\/h2>\n

      \u6700\u5f8c\u306b\u672c\u8a18\u4e8b\u306e\u8981\u70b9\u3092\u307e\u3068\u3081\u3066\u307f\u307e\u3057\u305f\u3002<\/p>\n

      \n

      \u25cb\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523\u304b\u3069\u3046\u304b\u306f\u3001\u500b\u4eba\u540d\u7fa9\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u304b\u5426\u304b\u3067\u9055\u3044\u304c\u3042\u308b<\/p>\n\n\n\n\n
      \u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u308b\u8ca1\u7523<\/span><\/th>\n\u500b\u4eba\u540d\u7fa9\u306e\u8ca1\u7523<\/strong><\/td>\n<\/tr>\n
      \u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u3068\u306a\u3089\u306a\u3044\u8ca1\u7523<\/span><\/th>\n\u500b\u4eba\u540d\u7fa9\u4ee5\u5916\u306e\u8ca1\u7523
      \n<\/strong>\u4f8b\uff09<\/span>
      \n\u2460\u30c8\u30e9\u30b9\u30c8(\u4fe1\u8a17)\u540d\u7fa9\u306b\u3057\u3066\u3044\u308b\u8ca1\u7523
      \n\u2461\u5171\u540c\u540d\u7fa9\u3067\u6240\u6709\u3057\u3066\u3044\u308b\u8ca1\u7523(\u30b8\u30e7\u30a4\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30b8\u30e7\u30a4\u30f3\u30c8\u30c6\u30ca\u30f3\u30b7\u30fc)
      \n\u2462\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30d7\u30ed\u30d1\u30c6\u30a3\u3068\u3055\u308c\u308b\u8ca1\u7523
      \n\u2463\u88ab\u76f8\u7d9a\u4eba\u306e\u4ea1\u304f\u306a\u3063\u305f\u5f8c\u306b\u4ed6\u8005\u306b\u53d7\u3051\u7d99\u304c\u308c\u308b\u8ca1\u7523
      \n\u30fb\u751f\u547d\u4fdd\u967a
      \n\u30fb<\/strong>\u500b\u4eba\u5e74\u91d1\u53e3\u5ea7(401k\u3001IRA\u306a\u3069)<\/span>
      \n\u30fb\u6b7b\u4ea1\u6642\u8b72\u6e21(TODD)\u3001\u6b7b\u4ea1\u6642\u652f\u6255(POD)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u25cb\u8ca1\u7523\u3092\u30d7\u30ed\u30d9\u30fc\u30c8\u306e\u5bfe\u8c61\u304b\u3089\u5916\u3059\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u65b9\u6cd5\u304c\u3042\u308b
      \n\u30fb\u30c8\u30e9\u30b9\u30c8\u3092\u6d3b\u7528\u3059\u308b
      \n\u30fb\u30b8\u30e7\u30a4\u30f3\u30c8\u5f62\u5f0f\u3067\u6240\u6709\u3057\u3066\u304a\u304f
      \n\u30fb\u6307\u5b9a\u3057\u305f\u4eba\u304c\u76f8\u7d9a\u767a\u751f\u6642\u306b\u8ca1\u7523\u3092\u53d7\u3051\u53d6\u308c\u308b\u5236\u5ea6\u3092\u6d3b\u7528\u3059\u308b<\/p>\n

      \u25cb\u30d7\u30ed\u30d9\u30fc\u30c8\u306f\u76f8\u7d9a\u4eba\u306b\u3068\u3063\u3066\u30c7\u30e1\u30ea\u30c3\u30c8\u304c\u591a\u3044\u306e\u3067\u3001\u751f\u524d\u304b\u3089\u5c11\u3057\u3067\u3082\u5bfe\u7b56\u3057\u3066\u304a\u304f\u3053\u3068\u304c\u91cd\u8981<\/p>\n

      \u25cb\u30d7\u30ed\u30d9\u30fc\u30c8\u624b\u7d9a\u304d\u3084\u3001\u30d7\u30ed\u30d9\u30fc\u30c8\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306e\u5bfe\u7b56\u3092\u7acb\u3066\u305f\u3044\u5834\u5408\u306f\u3001\u56fd\u969b\u76f8\u7d9a\u306b\u5f37\u3044\u5c02\u9580\u5bb6\u3078\u76f8\u8ac7\u3057\u305f\u65b9\u304c\u826f\u3044<\/p>\n<\/div>\n

      \u8fbb\u30fb\u672c\u90f7 \u7a0e\u7406\u58eb\u6cd5\u4eba\u3067\u306f\u30a2\u30b8\u30a2\u3084\u30a2\u30e1\u30ea\u30ab\u306b7\u3064\u306e\u62e0\u70b9\u3092\u69cb\u3048\u3066\u304a\u308a\u3001\u56fd\u969b\u76f8\u7d9a\u306b\u5f37\u3044\u7a0e\u7406\u58eb\u3082\u591a\u304f\u5728\u7c4d\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30d9\u30fc\u30c8\u306f\u3082\u3061\u308d\u3093\u3001\u6d77\u5916\u3067\u306e\u76f8\u7d9a\u306b\u95a2\u3057\u3066\u304a\u60a9\u307f\u306e\u65b9\u306f\u305c\u3072\u4e00\u5ea6\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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