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.”

How Do I Avoid Probate?

“There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.”

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.”

When Do I Need to Review Will?

“Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.”

TOD and POD Accounts: What’s the Difference?

“A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate. ”

Have You Considered Estate Planning for Fido?

“Whether referred to as companion animals, service animals or simply as pets, they play an important part in the lives of many. Owners can use estate planning tools to ensure their pets continue to receive proper care, if the owner becomes incapacitated or dies.”

Should I Add that to My Will?

“A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone. However, there are certain things that you might not want to put in your will.”

What are the Main Estate Planning Blunders to Avoid?

“Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.”

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