Updates, News and Reminders

Blog Categories

Blog Categories

Joint Tenancy

POD and TOD Account Disadvantages

September 18, 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.

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.

alt="teenager walking on railing and Health Care Power of Attorney Protection"

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.