The Benefits of a Good Estate Plan

“Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.”

What Is a TOD Beneficiary?

“A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.”

When Should I Update My Will?

“There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.”

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