Tag: TOD

We Want to Draft Your Legacy

Does a Beneficiary on a Bank Account Override a Will?

August 12, 2021
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
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Does a Prenuptial Agreement Make Sense?

June 30, 2021
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
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What Is the Purpose of an Estate Plan?

May 20, 2021
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
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The Biggest Estate Planning Mistakes and How to Avoid Them

December 10, 2020
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
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