#218 | Can I Just Use a Transfer on Death Account?
Manage episode 425559669 series 3558777
#218 | Can I Just Use a Transfer on Death Account?
If I have a Transfer on Death bank account, will it give my beneficiaries the access they need? Do I still need an estate plan? This video talks about the advantages and limitations of this type of bank account and why more is essential.
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
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Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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269 episodes