Month: January 2026

A payable-on-death (POD) account is sometimes referred to as a Totten trust. It is a way to pass financial assets to the next generation and may be something to consider as part of an estate plan. A POD account is different from a traditional bank account because you...

For many people, estate planning revolves around wealth and their most valuable assets. This could include things like an investment portfolio, savings accounts, real estate or a family business. They know that these high-value items have to be passed to the next...