SHOULD I ADD A JOINT OWNER TO MY FINANCIAL ACCOUNT(S)? Clients frequently ask me questions about adding children or other individuals as joint owners to their bank or investment accounts. This article will outline some of the positives that result from adding someone as a joint owner […]
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Here is another common mistake in our “Estate Planning Mistakes To Avoid” series: Do not assume family members are the best choice to act as Trustee. You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]
Read more →AN INHERITED IRA IS NOT WHAT IT USED TO BE: With the 2014 Supreme Court ruling that inherited IRAs are not protected in a bankruptcy proceeding, came the understanding that a beneficiary of retirement assets cannot assume that those assets will have the same protections provided by […]
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