A Commitment
to Each Client.
A payable on death account, or POD account, gives you a chance to select the beneficiary for your bank account. Ordinarily, if you pass away with a traditional bank account, it then has to go through probate and be distributed in accordance with your will. But with a...
When you make your estate plan, it is up to you how you want to divide your assets. Some people keep things simple and split their assets equally, but you can also use unequal bequests, leaving different amounts to different beneficiaries. For instance, say that you...
A trust is meant to provide clarity, protect family assets and make sure a person’s wishes are carried out. But as families, finances and laws change, a trust that once worked well may no longer fit your current circumstances. Signs your trust may be outdated A trust...
