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.

How Do I Plan for Taxes after Death?

How Do I Plan for Taxes after Death

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

What about House Contents when Someone Dies?

What about House Contents when Someone Dies

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

How Do I Create a Trust?

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.

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.