Part of planning for the future involves getting your estate in order, and determining who you want your assets to pass to when you die. If you have real estate property, and want it to transfer to ...

When a person dies, they might expect their remaining assets to follow a common sense line of succession, passing first to their spouse, then to their children. But even when these lines of succession ...

Transfer on Death (“TOD”), also known as Payable on Death (“POD”), account registrations are a popular way to avoid the requirement to pass assets through probate upon death and operate as an ...

Without a will, your state probate court decides where your property goes after your death. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...

One of the hardest decisions a homeowner has to make is what will happen to their house when they die. Most are eager to leave their assets to their family—and hopefully with as much ease as possible ...

Let’s take a moment and look at a probate avoidance document called the Transfer on Death deed. Suppose Sally owns a house and wants her good friend Dave to have it when she dies. How does she make ...

Q: When I checked to see if my home was put into my trust, I discovered my home was still in my name but is TOD into my trust. Is this going to be a problem? A: Let me start by saying that you are not ...

You can’t wander far into the Texas estate planning forest without coming across a Transfer on Death Deed. So, what is that and why on earth would you ever want one? We’ll use an easy example. Suppose ...

On April 20, 2024, New York State adopted legislation that allows for so-called transfer-on-death (TOD) deeds as part of its Fiscal Year 2025 Executive Budget. The TOD Deed Law, which takes effect on ...