Updates, News and Reminders
Blog Categories
Blog Categories
- All
- (1) Asset Protection
- (1) Business
- (33) Living Trust
- (19) Probate
- (1) Retirement
- (3) Security
- (0) Social Media
POD and TOD Account Disadvantages
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.
Your Summer Checklist
A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.