Legal Matters – Fall 2023

A transfer on death (TOD) beneficiary designation is a legal
arrangement that allows certain assets to pass directly
to designated beneficiaries upon the owner’s death. This
mechanism is commonly used for assets such as brokerage
accounts, bank accounts, real estate properties, and some types of securities or investments. Click the image link below to read more.

Page 1
Transfer on death beneficiary designations: pros and cons

page 2
Chain of wills: unraveling the Aretha Franklin estate dispute
Designating a standby guardian to care for your children

page 3
My dad had a reverse mortgage. What are my options and rights?

page 4
Retirement catch-up option at risk under SECURE 2.0

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