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Aren’t I Covered by a ‘Transfer on Death’ Designation on My Accounts?

Not necessarily.  A trust is a better way to control who gets what when you pass away.  A ‘Transfer on Death’ (called a “TOD”) or a ‘Payable on Death’ (“POD”) designation on your checking, savings and brokerage accounts is a good idea if you do not have a trust but having a trust is an Read More

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