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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.

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Health Care Power of Attorney and Kids

February 14, 2022      by: tlaw

Is it necessary for your children to have a Health Care Power of Attorney document? The short answer is- Maybe

Have Your Beneficiaries Been Reviewed Lately?

September 18, 2021      by: tlaw

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.