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.”

What Shouldn’t Be Put in a Will?

“While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.”

What’s the First Step in Estate Planning?

“For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any time.”

Skip to content