A well-crafted and thoughtful Estate Plan provides peace of mind while saving time and money down the road for the people you love most.
With the discipline it takes to develop and execute your financial plan, this article helps to provoke thinking around how to live out your retirement with purpose.
The TOD form is a simple and effective way to override your last will and testament. You can avoid probate on assets, such as bank and brokerage accounts, which would otherwise take months to get to the intended heirs.
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