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Our Firm
Our Attorneys
Edward E. Wollman
David R. Pash
Lisa Goddy
Edward V. Smith
Patrick Courville
Mary Saunders
Ryan Cleland
D. Austin Ray
Aryn Swindler
Our Support Staff
Estate Planning
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July
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2024
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July
Blog Posts in July, 2024
2
Jul
2024
Think Twice Before Filling Out a Transfer on Death (TOD) Form
Too often, the way we title newly acquired assets and financial accounts is too casual. The financial advisor or salesperson asks you how you wish to take the title and who you would like to be the beneficiary of the financial account. All too often, they create a TOD, which stands for transfer on death. Therefore, the account will pass directly to your heirs without any aggravation. ...
Posted By
Edward E. Wollman, J.D., LL.M., CAP
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1
Jul
2024
How to Build your "TDT" - Trust Dream Team
Perhaps you have been in control of your finances for the majority of your life. You pay the bills, file the taxes, and make savings and investment decisions. But in the violent, chaotic, and busy world we now live in, it’s becoming more and more difficult to stay on top of the ever-changing stock markets, tax rates, and estate laws. More importantly, your golf handicap needs a bit of work. Now ...
Posted By
Edward E. Wollman, J.D., LL.M.
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