What Is a TOD Beneficiary?

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 are Benefits of Putting Money into a Trust?

What are Benefits of Putting Money into a Trust

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

Senior Second Marriages and Estate Planning

Senior Second Marriages and Estate Planning

More Americans are now getting married over 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

Why Have a Joint Revocable Trust?

Why Have a Joint Revocable Trust

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.