January 31, 2022 |
Who Can Be a Beneficiary on My Transfer on Death Bank Account?
A transfer on death bank account is one way to provide assets relatively quickly to your loved ones after you pass away because your passing ...
Learn MoreWho Can Be a Beneficiary on My Transfer on Death Bank Account?
A transfer on death bank account is one way to provide assets relatively quickly to your loved ones after you pass away because your passing enables them to get access to these assets immediately. 
Most people establish a transfer on death bank account specifically for the purposes of a spouse or a child. However, many beneficiaries of transfer on death accounts can include people beyond a surviving spouse. This can include friends and relatives although there are some states with special rights associated with the surviving spouse.
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Blogs for January 2022
January 28, 2022 |
Who Keeps My Beneficiary Forms for My Retirement Plan?
When you create a retirement plan, you’ll need to establish beneficiaries for those assets when you pass away. These beneficiary designation forms are handled outside ...
Learn MoreJanuary 26, 2022 |
What To Know About Leaving Funeral Instructions
It might initially make sense to you that leaving behind instructions for your loved ones when it comes to your funeral plans with your will ...
Learn MoreJanuary 25, 2022 |
How Does My Loved One Claim Property Through a Transfer on Death Deed?
A transfer on death deed is a powerful tool for real estate planning purposes that allows your chosen beneficiary to receive access to a piece ...
Learn MoreJanuary 20, 2022 |
Younger Generation Takes on Estate Planning, Study Shows
A recent study identified that younger people have recognized the value of estate planning largely due to the impacts of the pandemic. If you or ...
Learn MoreJanuary 19, 2022 |
Do Spouses and Creditors Have Rights to a POD Bank Account?
A payable on death bank account is one way to enable someone to receive quick access to a bank account when you pass away. It ...
Learn MoreJanuary 17, 2022 |
Does Your Family Have a Business Succession Plan?
Owning a family business gives an excellent opportunity to pass on wealth to future generations, but this is only possible when you have a clear ...
Learn MoreJanuary 14, 2022 |
Study Finds Younger Workers Are Less Prepared for Retirement
A recent research study indicates that generation X does not have the same amount of retirement preparedness as baby boomers. This is especially concerning given ...
Learn MoreJanuary 13, 2022 |
Who Depends on Your Income?
One of the most important questions to be considered as you broach the estate planning process is to evaluate those people who are reliant on ...
Learn MoreJanuary 10, 2022 |
What are the Most Common Probate Problems?
When you pass away, there is a good chance that at least part of your estate will enter probate in your state. With estate planning, ...
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