Articles
My articles are intended to provide information that may be helpful to your situation and are for informational purposes only.
Use of POD/TOD Accounts in Estate Planning
Many of my clients are surprised by how a Payable on Death (“POD”)/Transfer on Death (“TOD”) account (“Account”), which names beneficiaries to receive the funds upon an account holder’s death, can be very useful to their overall estate plan. However, care is needed to avoid any unwanted surprises when using such an Account.
Estate Planning Actions You Should Consider Taking When Your Children are Under 18 Years Old As Well As When They Turn 18 Years Old
No one wants to address it, but you need to prepare for the unthinkable, particularly when your children are under the age of 18 years old. For peace of mind, some of the estate planning issues that you want to address when your children are minors as well as some issues that you should address after they become “adults” (18 years old).
For Informational Purposes Only; No Representations
Information on this website, including all released articles, has been prepared for general and informational purposes only. It is not meant to provide legal advice with respect to any specific matter and should not be acted upon without professional counsel. Law Offices of Gideon T.J. Alpert, LLC does not guarantee its accuracy or completeness or suitability as well as takes no responsibility and makes no warranty whatsoever for the content or information contained herein.