Tag: Will

What’s the Best Way to Transfer Assets After Death?

by Dave Conley, CFP® 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...

Estate Planning 101

by Dave Conley, CFP® 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.

Don’t be Caught Without a Will

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...