I have named my estate as the beneficiary of my Schwab account. I used to name people, but then I decided to have things handled through my will. The Schwab documentation told me that they wouldn't terminate the TOD status of the account, so I should accomplish the same thing by naming the estate as the beneficiary.Does an account ever "name" the estate as beneficiary?
Statistics: Posted by increment — Sat Feb 22, 2025 12:31 am