01 Sep TODs, PODs, and Joint Accounts: The Illusion of a Complete Plan
Posted at 14:00h
in Business Succession, Estate Planning, Financial Protection, Trusts, Uncategorized, Wills
Many affluent families believe they’ve avoided probate and secured their legacy by relying on TODs (Transfer on Death designations), PODs (Payable on Death instructions), joint accounts, and beneficiary forms....
