You maintain full control of the assets specified in the TOD form during your lifetime ... A transfer on death (TOD) designation is a simple estate planning tool that allows assets to pass ...

Of significance, any wealth held in retirement annuities, pension funds, provident funds, or living annuities do not form ...

Each state has its own forms (some states combine them into one ... over the age of 18 should have at least the basics of a death plan in place. “Think to yourself, if I don’t wake up in ...

But savvy investors (and their estate planning counsel ... up to $13,610,000 in 2024 (either during their lifetime or at death) without estate or gift tax consequences. This exemption amount ...