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Tag Archives: TOD

Home » Posts Tagged "TOD"
16 Jan
Estate Planning

Our Top 10 Most Common Estate Planning Questions: Part 1

  • January 16, 2025
  • Posted by author-avatar client
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a...

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05 Sep
Estate Planning

How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)

  • September 5, 2024
  • Posted by author-avatar client
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on yo...

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