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Wealth Advisors | Greg Young
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Daily Archives: February 7, 2017

The Importance of TOD & JTWROS Designations

2nd Half (Retirement) PlanningBy Cathy MartinFebruary 7, 2017

A convenient move that could ward off probate on your accounts.       TOD, JTWROS…what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a deceased spouse to a surviving spouse. This…

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