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
- Beyond the Simple Will: Strategic Asset Transfer Methods for Complex Estates - September 24, 2026
- Can I Be the Trustee of My Own Trust? - September 17, 2026
- Blended Families: The Fair vs. Equal Estate Planning Dilemma - September 15, 2026

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