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Difference Between Transfer on Death and Payable on Death Designation from Austin Estate Planning Attorney Liz Nielsen


When tackling estate planning, adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that account to be passed to a named beneficiary when the original account holder dies. Like trusts, POD and TOD accounts bypass probate. They are also fast, easy, and usually free to set […]

CTA Imposes New Small Business Reporting Requirements for 2024 from Austin Business Planning Attorney John Glode


Small business owners will have one more item on their compliance to-do list when the Corporate Transparency Act (CTA) takes effect next year. The CTA,[1] enacted as part of the Anti-Money Laundering Act of 2020 (AMLA), places new reporting requirements on many business entities in an effort to expose illegal activities, including the use of shell […]

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