How Do TOD Accounts Work?

How Do TOD Accounts Work?

A Transfer on Death (TOD) account is a way to have accounts pass to beneficiaries immediately upon death. There are situations where this simple solution can work, and others where it creates a lot of headaches for families. With an estimated 57% of Americans not...
Using Estate Planning to Prepare for Your Future

Using Estate Planning to Prepare for Your Future

Planning a vacation is a lot more fun than planning for death, disability or needing long-term care. However, putting off estate planning means missing an opportunity to gather our thoughts on what kind of a legacy we want to leave behind, how we want to be cared for...
Is Your Retirement Plan A Plan or a Wish List?

Is Your Retirement Plan A Plan or a Wish List?

Whether you are thinking about life-long finances or planning for retirement, it’s always a good idea to discuss ideas and strategies with a professional, like a financial advisor or accountant. When it comes to an estate plan, an estate planning or elder law...