Tag: Beneficiaries
Transfer on Death (TOD) and Death Beneficiary Accounts and the Perils of DIY Estate Planning
The past decade has seen an explosive growth in the number of investors who utilize their securities brokerage accounts, both retirement-type accounts and non-retirement accounts as the centerpiece of their estate planning strategy, oftentimes without consulting competent legal counsel, as well as without following up with brokerage-specific forms available to designate death beneficiaries for these […]
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