Updates, News and Reminders

Blog Categories

Blog Categories

Joint Tenancy

POD and TOD Account Disadvantages

September 18, 2022      by: tlaw

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

Photo by mohamedhassan from Freerange Stock

Your Summer Checklist

May 21, 2022      by: tlaw

A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.