Perils of Relying on POD and TOD Account Designations in Estate Planning
- posted: Apr. 30, 2023
- Estate Planning
Customers of banks and other financial institutions can opt to have their accounts include “pay on death” (POD) or “transfer on death” (TOD) provisions, which direct that money or securities Read More
Understanding How COVID-19 May Have Affected the Value of Your Estate
- posted: Apr. 23, 2020
- Uncategorized
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans Read More