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Asset Management: Avoid Adding People Onto Your Accounts As A Joint Account Holder

How To Title Your Assets So They Are Distributed The Way You Intend   Unfortunately this happens on a regular basis. And it may cause some unexpected problems with maintaining control of your assets. Here is a scenario: You are having health care issues or lost a spouse and need some help. Your banker, trying to be helpful, suggests adding your daughter to your accounts. These accounts may hold the majority of your assets. You may not realize making her a joint account holder gives her unlimited access to...

Posted by on Sep 28, 2020

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Estate Planning, Uncategorized

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