by Dave Conley on January 16, 2026.
One of the biggest questions families ask is simple but important: What’s the best way to pass assets to loved ones after we’re gone? Two common tools are Transfer-on-Death (TOD) designations and trusts. Both can work well—but they do very different jobs. Transfer-on-Death (TOD): Simple and Direct A Transfer-on-Death designation lets you name who receives...
by Dave Conley on August 11, 2023.
Estate planning is just a fancy legal-ish word for what you want to happen to your money and stuff when you die or become disabled.
by Michelle McEachin on August 26, 2022.
About 60% of American adults do not have a will. And that is a big deal for the loved ones that they leave behind when they die. Did you know that if you die without a will that you have chosen to leave important decisions regarding your debts, assets, and minor children to the local...