The Hidden Perils of Joint Ownership – Part Two
Problem No. 3 – Undermining the Estate Plan Many people think of probate avoidance when they think of holding property jointly, but many forget that the joint holder will not…
The Hidden Perils of Joint Ownership – Part One
This blog series will focus on holding real estate and accounts jointly, and specifically, the hidden perils associated with using joint ownership with your adult children as an Estate Planning…
5 Benefits of Planning with a Revocable Living Trust (RLT)
A financial advisor recently asked me if I could briefly explain to him the benefits of planning with a revocable living trust versus a will. After our discussion, the light…