An estate plan is just that, a plan, not a single improvisational move. There are certain courses of action that you can take that do in fact enable future asset transfers to a beneficiary or beneficiaries that you choose. However, this does not constitute a well thought out, comprehensive estate plan. With this in mind, let's take a look at joint ownership. You can add a joint owner to things that you own, such as your house or your bank accounts. If you pass away and there is a joint owner, … [Read more...] about Don’t Confuse Joint Ownership With an Estate Plan
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