Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label beneficiary. Show all posts
Showing posts with label beneficiary. Show all posts
Wednesday, September 3, 2014

Five Reasons Why Joint Accounts May Be a Poor Estate Plan

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Many people, including seniors, view joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint...
Wednesday, February 3, 2010

Beware Direct Transfer Designations (TOD's/POD's)

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Direct transfer designations, like POD's (payable on death designations) and TOD's (transfer on death designations), and simple bene...
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Monty L. Donohew
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