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Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.

July 25, 2019

How Transfer on Death Accounts Work

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You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

May 2, 2019

Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted

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