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Does a TOD override a will?

A TOD account skips the probate process and takes precedence over a will. If you will all of your money and property to your children, but have a TOD account naming your brother the beneficiary, he will receive whats in the account and your children will get everything else.

Is transfer on death the same as a beneficiary designation?

There are various components to titling; one is using a transfer on death (TOD), generally used for investment accounts, or payable on death (POD) designation, used for bank accounts, which acts as a beneficiary designation to whom the account assets are to pass when the owner dies.

What is a TOD designation?

There are various components to titling; one is using a transfer on death (TOD), generally used for investment accounts, or payable on death (POD) designation, used for bank accounts, which acts as a beneficiary designation to whom the account assets are to pass when the owner dies.

What is the advantage of a TOD?

The principal advantage includes avoiding probate. Because you name a beneficiary for your Transfer on Death account (TOD), the account passes to the beneficiary at your death, without the need for probating your will with respect to that account.

What are the disadvantages of a TOD deed?

Disadvantages of a Transfer on Death Deed For example, your property will be subject to probate court if your beneficiary predeceases you and you lack an alternate estate plan. Another disadvantage is if you co-own property under a joint tenancy.

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