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.
What Exactly Is a Prenup?
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Does a Supplemental Needs Trust have an Impact on Government Benefits?
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
What Young Fathers Need to Know About Estate Planning and Protecting Growing Families
We celebrate Father’s Day in June, honoring dads who devote themselves to raising children and building families. To protect a family, create a legacy and prepare for the future, young fathers are wise to invest their time and attention in estate planning.
How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families
Legacy of Caring for Families
Will My Family Hate Me If I Die without a Will?
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
How Do I Create a Trust?
Trust funds are an essential estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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 Should I Leave Out of My Will?
Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
Can I Plan My Estate to Avoid Leaving Residual Assets?
What Is Residuary Estate?
