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Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

April 9, 2019

claritylgprstg

1–2 minutes

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
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transfer on death

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

Free Estate Planning Worksheet