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Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
Schedule Now
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The Importance of TOD & JTWROS Designations

Byadmin April 4, 2019June 8, 2022

The Importance of TOD & JTWROS Designations A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a…

Read More The Importance of TOD & JTWROS Designations

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  • Our Firm
    • Our Team
    • SmartVestor Pro
    • Fiduciary Commitment
  • Five-Minute Finance
  • Prospective Clients
    • Investments
    • Financial Planning
    • Our Fees
    • Get Started
      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update