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Transfer-on-Death Designations: Understanding the Pros and Cons

Posted by Gabriel Burczyk | CEO
November 16, 2012

“Transfer-on-death (TOD) designations provide a simple, direct process for transferring assets to named beneficiaries, bypassing the probate process. While this simplicity is attractive, it can also have drawbacks. That’s why it’s important to understand both the pros and cons.”

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