Episode 22 – Wills vs. TOD: Which One Gets The Final Say?
Update: 2019-08-14
Description
We all know the importance of updating our financial documents. Having a will can offer peace of mind when planning for succession and how our matters are handled after we pass away. But what if there is a document that supersedes your will?
In today’s episode, Gary Alden shares the answers to the most common questions his clients have around wills, beneficiaries, and TODs.
In this episode, you will learn:
- What a TOD is
- Why you should review your beneficiaries regularly
- Whether you can have multiple beneficiaries on a TOD account
- If charities can be named as beneficiaries
- TOD tax benefits or implications
- And more!
Tune in now to learn about TODs and beneficiaries, and find out more about updating your designations!
Resources: Kingwood Investment Group: (281) 359-7900
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