Naming Beneficiaries On Financial Accounts: Advantages And Disadvantages
By EsqSocial Corporation 18/01/21
More and more, people are being advised to add “transfer on death” designations to their non-IRA brokerage assets. This increasingly popular tool has both benefits as well as detractions and is best used only in certain circumstances. Our alert below provides an overview of the designations and explores how and when they can be used most effectively......
By: Tarter Krinsky & Drogin LLP