TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
Latest posts by Paul Gantner (see all)
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust - March 5, 2019
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- Trusts for Privacy - November 21, 2018