Description
When it comes to passing assets to the next generation, both a trust and a TOD (Transfer on Death) can help simplify the process—but they work very differently. In this educational webinar, we’ll compare the advantages, limitations, and potential pitfalls of each approach. We’ll also explore situations where a TOD may provide a simple solution, when a trust may offer greater control and protection, and why the right strategy often depends on your family, your assets, and your long-term estate planning goals.
Join Estate Planning Attorney and Fiduciary Financial Advisor, Sean Hendricks, as he helps you understand which may be right for you.
Date: Wednesday, September 16, 2026
Time: 11:30 AM CT / 12:30 PM ET
Reserve your complimentary spot today.