Posts tagged "POD"

TODs and PODs as Useful Estate Planning Tools

A familiar term often used in estate planning discussions involves a "TOD" or "POD" designation. These abbreviated designations of "Transfer on Death" and "Pay on Death" and are usually used in the context of certain financial accounts such as checking,savings, or money market accounts. 

Can I prevent my beneficiaries from knowing what other beneficiaries are receiving at my death?

As an estate attorney, I sometimes have clients who want to name multiple beneficiaries but do not want each beneficiary to know what the other is to receive. These clients will often ask, is this possible?

What is the priority of who-gets-what when a person dies?

When someone dies in Florida, assets or property they own can be transferred in several different ways and via several different means, only one of which involves a Will or Trust. This blog will consider several of these different means and how they relate in priority.

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