TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
Latest posts by Audra Bailey Wilcox (see all)
- What Bruce Willis Can Teach Us About Incapacity Planning - April 1, 2023
- How Do I Choose the Right Nursing Home for My Parent? - March 29, 2023
- Understanding Undue Influence – Part II - August 19, 2022
Leave a Reply