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 →It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do. You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]
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