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Estate planning, hope this helps
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Boone & Crockett
Posted 4/8/2025 03:33 (#11180595 - in reply to #11179305)
Subject: RE: Couple easy deals, but necessary


It’s not the banker being protected here, it’s the heirs. The TOD designation needs be recorded to be valid, thusly the rule is no additional encumbrances without their permission.

Edited by Boone & Crockett 4/8/2025 03:43
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