Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations

Setting a transfer on death (aka TOD or POD) or a beneficiary designation on an account can be an easy way to direct the inheritance after you’re gone. It is quick, (usually) easy, and best of all, you don’t need to hire a professional to do it! However, there are a number of pitfalls to watch out for and situations where they may not go as planned. Contact: 513-463-6789 [email protected]