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
- Medicaid Planning and Asset Protection Trusts - August 27, 2026
- What Is a Testamentary Trust and When Does It Make Sense? - August 20, 2026
- Can You Give Inheritances in Advance to Limit Estate Taxes? - August 11, 2026


( By appointment only )