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
Events & Public Relations Manager at Sterling & Tucker
Terri Owada is the Events and Public Relations Manager for Sterling & Tucker.
Latest posts by Terri Owada (see all)
- Donor Advised Funds: Too Good to Be True? - September 1, 2021
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification - September 1, 2021
- Changing “Irrevocable” Trusts Through Decanting - September 1, 2021