When creating your estate plan, it is important to understand the difference between probate and non-probate assets. Probate assets are those subject to court administration in a process through which ...

When it comes to making as estate plan, financial security for loved ones is obviously a top priority. One often overlooked yet incredibly useful tool for this purpose is the Payable on Death (POD) ...

Question: While my mom was living, she and I discussed everything including her estate planning and trust. I was (and am now) the named trustee. Mom passed away six months ago. Given all the ...

Pay-on-death (POD) or transfer-on-death (TOD) accounts are tools used in the estate-planning process to provide for streamlined administration and avoid probate proceedings on the account owner’s ...

Dear Liz: Is naming a beneficiary for a nonretirement, “payable on death” account as effective as putting the account in a living trust? It seems easier than doing all the paperwork each time I open ...