Gold Leaf Estate Planning
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solo seniors

Estate Planning Tips for Solo Seniors

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

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TOD Beneficiaries

What is a TOD Beneficiary?

The primary advantage of naming TOD (Transfer on Death) beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.

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Store Estate Planning Documents

How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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