Question: While my mom was living, she and I discussed everything including her estate planning and trust. I was (and am now) the named trustee. Mom passed away six months ago. Given all the ...

Payable on death (POD) and transfer on death (TOD) accounts both offer a unique mechanism for streamlining the transfer of ...

Q. My 97-year-old mom just sold her house and now lives with us. She wants to put money in three accounts in her name and with each of her three children, payable-on-death (POD). Is this a good idea?

Financial expert Suze Orman discusses a wide range of financial topics on her popular Women & Money podcast. In a recent episode, she answered a question from a caller about payable-on-death (POD) ...