TOD Account

Aug 3, 20223 min read

What You Cannot Do with a Will

While a will is one of the most important estate planning documents you can have, there are some things it just won’t cover. A will is...

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Nov 24, 20213 min read

Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

We want to believe that our financial institutions have our best interests at heart. After all, that’s why we entrust our savings with...

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Sep 1, 20162 min read

Easy Ways to Help Plan Your Estate

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

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