TOD Registration & Mortgage Help
May 1, 2012
Dear Friends and Family,
A useful estate planning tool is the Transfer on Death (TOD) registration for brokerage accounts. This designation helps ensure assets are passed directly to beneficiaries, bypassing probate.
If you haven’t reviewed your account registration recently, give us a call.
Reminder: Programs like HARP (Home Affordable Refinance Program) continue to evolve. If you or someone you know could benefit from refinancing, we’re happy to connect you to resources.
Sincerely,
Katz Family Financial