THE BLOG: ESTATE PLANNING INSIGHTS, WRITTEN FOR REAL LIFE

Legal Guidance That Makes Sense

Estate planning can feel complex. These articles break it down with clear, thoughtful guidance to help you take the next step with confidence.

Shannon Pruitt Shannon Pruitt

A POD or TOD Account May NOT be Right for You

As estate planning attorneys in Greenville, SC, a common question we receive is, “Why not just use Payable on Death (POD) or Transfer on Death (TOD) designations to pass on my assets and avoid probate?” 

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Have questions about your situation?

Every family is different. If something here sparks a new question or you are unsure what applies to you, we are happy to talk it through.