Posts Tagged ‘Estate Planning’

Retirement Prosperity Group hosts Holiday Client Mixer

We had such a great time this past week at our Holiday Client Mixer! So many clients came out and got to meet each other while enjoying great food and music! Our Estate Planning Attorney, Healthcare Agency and CPA were all in attendance chatting with clients about any questions or issues they wanted to discuss. As…

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What is a Transfer on Death Designation?

Over the last few months, an increasing number of clients have been asking about transfer-on-death (TOD) designations and how it fits into their estate plan. TOD designations are quite common in the financial industry. They operate very similarly to a beneficiary designation on life insurance or a retirement account. After the TOD designation is completed and…

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