March 2020

Don’t forget this critical part of your estate plan.

Have you coordinated your payable-on-death accounts with your estate plan? Payable-on-death (POD) or Transfer-on-death (TOD) accounts provide a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of deposit or even brokerage accounts. Setting one up is as easy as providing the bank with a

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