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Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?

May 21, 2025 | Video

https://youtu.be/l7zPuLV8ugk
Difference Between Transfer on Death and Payable on Death Designation

Difference Between Transfer on Death and Payable on Death Designation

Sep 12, 2023 | Insights

Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that account to be passed to a named beneficiary when the original account holder dies. Like trusts, POD and TOD accounts bypass probate....

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