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POD and TOD Account Disadvantages

Power of Attorney document

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

Your Fall Planning Checklist

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

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