In most states a “Transfer of Death” account, also known as a “Pay on Death Account” (commonly called a POD or TOD account), is an account at a financial institution that allows payment of the [...]
To qualify for Medicaid coverage of long-term care, you must satisfy very complicated financial eligibility rules—rules that often can be traps for the unwary. One of the most significant traps [...]
Most months, this column is a space to share best practices and tips on how to build your estate and plan for its transfer to your loved ones upon your death. Despite all of our well-made plans, [...]