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Photo by mohamedhassan from Freerange Stock

Your Summer Checklist

May 21, 2022      by: tlaw

A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.

Joint Tenancy

POD and TOD Account Disadvantages

April 15, 2022      by: tlaw

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

Tom Tuohy on Beneficiary Risks

Beneficiary: It’s Time to Update Yours

April 16, 2021      by: tlaw

A beneficiary is easy to name on a life insurance policy, deferred compensation account, or estate plan. However, often, those beneficiaries are outdated, or through no fault of your own, they carry with them significant risk. Outdated Beneficiary Designations Having beneficiary names listed on policies and accounts who no longer are current to your wishes … Continue reading Beneficiary: It’s Time to Update Yours