Search for: "Tod Beneficiaries on File"
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16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
17 Jun 2014, 5:45 am
The types of assets typically governed by beneficiary designations include IRAs, pensions, other retirement accounts, life insurance policies, annuities, and pay-on-death (POD) or transfer-on-death (TOD) accounts. [read post]
11 Oct 2013, 8:19 am
Upon the filing of a divorce action, there should be consultation with an attorney familiar with the estate plan and appropriate revisions, changes made to any existing will, trust, beneficiary designation, joint ownership of assets. [read post]
23 May 2013, 5:15 pm
The owner must complete a new title listing himself or herself along with the TOD beneficiary. [read post]
5 Feb 2012, 4:00 pm
Depending on the state, vehicles may also be titled with a TOD beneficiary. [read post]
24 Jun 2011, 8:50 am
" Titling accounts POD or TOD permits the naming of a beneficiary on all sorts of investments. [read post]
20 Apr 2011, 5:14 pm
Have you ever seen a bank account statement that has an acronym like ITF, TOD, or POD followed by someones name other than the account holder? [read post]
7 Jan 2011, 8:12 pm
This is also known as TOD. [read post]
25 Mar 2008, 7:00 am
By filing out a simple form at the bank or brokerage company's office, he could have designated Grace as the sole owner of the account upon his death. [read post]
24 Mar 2008, 11:00 pm
By filing out a simple form at the bank or brokerage company’s office, he could have designated Grace as the sole owner of the account upon his death. [read post]
