Pay on death accounts.

0 Comment(s) | Posted | by Cecil Harvell |

One of the most important steps in any well planned estate is the confirmation of ALL account beneficiaries, account designations, IRA beneficiaries, life insurance and annuity beneficiaries.  Be careful of "time on death", TOD,  and "payable on death", POD,  account beneficiaries unless you fully understand all of the resulting consequences.

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