What is a POD or TOD Account and Do I Need One?
How can I use a POD or TOD account to avoid the legal probate process? Can any account be turned into a POD or TOD account? What are the downsides of using a POD or TOD account?
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Additional Financial Planning Tools for the Recently Widowed
New Widow’s Complete Checklist
A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow
Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
WC Wealth Reminders™
Timely reminders to help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles
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