» Transfer on Death (TOD)

Tips on Transferring Your Parents’ Brokerage Accounts After They Die

August 3rd, 2015
Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing… Read More
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Categories: Estate Planning, Power of Attorney, Probate, Will
Tags: Asset Protection, Brokerage Accounts, estate planning, Estate Planning Lawyer, Inheritance, Probate Attorney, Tax Planning, Transfer on Death (TOD), Will Changes