Remove Beneficiary Designations on Non-Retirement Accounts
Naming a beneficiary on your investment account might seem like a smart way to avoid probate—but it could actually disrupt your estate plan. In this video, Beau Ruff explains why removing transfer-on-death (TOD) designations from non-retirement accounts can improve estate liquidity, simplify asset distribution, and ensure your will works as intended. Learn how centralized control and thoughtful planning can better serve your heirs and your legacy.