Are your parents getting older and are they in a greater need of assistance and care, but they do not need or want to move to a care facility at this time? Are you doing a lot of work for your mother or father? Are you: preparing […]
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Clients frequently ask me questions about adding children or other individuals as joint owners on their bank or investment accounts. They initially consider adding a joint owner because they think it will make it easier for the individual to help them handle their finances. This is likely […]
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