Inheriting a Home Shouldn’t Be This Hard…
In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier.
Takeaways:
• Avoid probate delays
• Keep control while alive
• Name your home’s heir
• Protect emotional legacy
• Pair with a trust
00:00 Intro
00:58 The Importance of Transfer on Death Deeds
01:25 Steps to Implement a TOD Deed
03:01 Limitations and Considerations
04:29 Final Thoughts
Get The Wealth Word — our free weekly newsletter on wealth and well-being: https://wealth.concurrentfp.com/thewealthword
Explore award-winning wealth advisory services:
https://www.concurrentfp.com/
Read Wealth In The Key of Life by Dr. Preston Cherry:
https://drprestoncherry.com/book/
Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/
