As of January 1, 2016, there is a new estate planning tool available to residents in California.  It’s called a “transfer on death”, or TOD deed.  The TOD deed allows owners of certain residential real property to name one or more beneficiaries to receive title to the property upon death, thus avoiding the need to…

ALERT. Be careful when considering a Transfer on Death deed as an estate planning tool. I had a troubling conversation today with a senior title company officer regarding Transfer on Death (TOD) Deeds. As you may know, California adopted the TOD in 2016 as a valid transfer method of passing property to others at death….