Posts about transfer on death

Year-End Estate Strategies

What you need to know to get ready for the end of the year. Provided by Marc Aarons  With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review […]

TOD or Living Trust?

A look at two basic methods for shielding assets from probate. Provided by Marc Aarons at Money Managers, Inc. How do you keep assets out of probate? If that estate planning question is on your mind, you should know thatthere are two basic ways to accomplish that objective. One, you could create a revocable living […]

TOD or Living Trust? A look at two basic methods for shielding assets from probate.

Provided by Marc Aarons @ Money Managers Inc. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living trust. You can serve as its trustee, and you can […]