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.

Can My Gun Collection Be Part of Estate Plan?

Can My Gun Collection Be Part of Estate Plan

Firearms are unique in this regard; guns are the only item of personal property that carries an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.

How Do IRAs and 401(k)s Fit into Estate Planning?

How Do IRAs and 401(k)s Fit into Estate Planning

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

What Exactly Is a Prenup?

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.

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad should be planned before it becomes an emergency. Talk with your father and find out what is important to him. Let him know that an estate plan will help the people he loves as well as protect him.