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TOD Accounts Don’t Replace an Estate Plan
09.17.2021 -
2021 Estate Planning Checklist
05.12.2021 -
Welcome!
03.05.2020
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3 Life Events that Should Trigger an Estate Plan Review
According to a 2020 Gallup Poll, just under half (46 percent) of Americans have a will documenting what they want to happen to their money and estate after their passing.…
read moreTOD Accounts Don’t Replace an Estate Plan
Transfer on Death (TOD) accounts are a tool that many financial advisors recommend to their clients. TOD accounts automatically transfer their assets to a named beneficiary when the account holder…
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2021 Estate Planning Checklist
2021 is underway, and the focus of our lives is shifting slowly from the pandemic. However, over the past year, many people have realized the importance of estate planning. It…
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Welcome!
Welcome to the official blog of McWilliams Law Group. We will begin posting on this blog shortly, so please check back regularly for updates about the firm, notable cases and…
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