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.
June 24, 2022
How Can I Help My Family After I Pass Away?
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
June 13, 2022
Do I Need a Personal Representative Named in My Will?
When you draft your will, you should name an executor.
June 13, 2022
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.
June 13, 2022
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.
June 6, 2022
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.
June 6, 2022
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.
June 6, 2022
May 27, 2022
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.
May 27, 2022
