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Does a TOD Supersede a Trust?

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

Posted on: January 5, 2022

Why Naming Beneficiaries Is Important to Your Estate Plan

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.

Posted on: January 4, 2022

What Taxes Have to Be Paid When Someone Dies?

Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.

Posted on: December 31, 2021

TOD and POD Accounts: What’s the Difference?

A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.

Posted on: December 28, 2021

Should I Start Estate Planning Now?

Estate planning is a key piece of a comprehensive retirement plan.

Posted on: December 24, 2021

What Is the First Thing an Executor of a Will Should do?

At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.

Posted on: December 10, 2021

Why Is an Estate Plan Important?

While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.

Posted on: December 9, 2021

Can My Power of Attorney Change My Will?

Power of attorney is one of the most important legal forms for estate and elder care planning. Along with wills and trust documents, it is a critical document for arranging one’s affairs.

Posted on: December 8, 2021

What Estate Planning Does My Child Need at 18?

Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.

Posted on: December 8, 2021