Do You Have A Transfer On Death Designation In Place?
- Posted by Peter Gordon
- On June 2, 2021
- 0
TOD I’m not referring to the Bill Murray character in the famous SNL “The Nerds” skit. I’m talking about Transfer on Death. The transfer on death designation means the owner of bank or investment accounts has designated beneficiaries in their account. The beneficiaries have no access to the assets until the owner passes. However, at […]