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Should I do a POD or TOD on my accounts?

Many people hold financial accounts that have payable on death (POD) or transfer on death (TOD) designations where you can select who gets the account upon your passing. The question that arises is should you use them? The answer is maybe or maybe not. A POD and TOD can be a great tool to distribute financial assets upon your…

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Do I need a Will?

A will is an essential document for every adult. A will provides direction for what to do with your items after you pass. You can decide who is in charge of your estate, who gets your prized possessions, which charity should get the remainder of your belongings, or how to divide monetary assets. Wills can create trusts so that…

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