On day 7 of our Estate Planning Month, we’re discussing Beneficiary Designation, specifically Payable On Death (POD)/Transfer On Death (TOD) designations.

For guidance on transferring Brokerage Account Assets at death, read this article from FINRA.

For information on transferring real estate at death via a TOD Deed, read this article from Attorney Jerome D. Krings with Carlson Dash.

POD & TOD