TOD (Transfer on Death) Handy, Helpful, but not the Holy Grail
TOD, a useful technique, but responsible use is necessary.
Our question of the week, this week, comes from our field of dream clients again (that’s you guys), but is also part of our regular repertoire of questions we ask when meeting new clients. This weeks answer comes with a slight twist due to…
A Will is one of the most fundamental devices in Estate Planning and organization of funds, but many may accidentally stumble, rendering this tool ineffective. One of the most important items to know when reviewing your, or any other Will, is not to write on it. While…