TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
Clients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors.
Latest posts by Michael Robinson, Estate Planning Attorney (see all)
- Trust Administration: Where Do You Begin? - June 10, 2021
- Four Key Facts About Medicaid Planning - June 10, 2021
- CRT: Best Tool for Proposed Tax Changes? - June 9, 2021
