Joint Account Caution

Many of my older clients who come to me for estate planning advice have typically already taken it upon themselves to do something before walking in my office. Upon perusing their gathered information, I usually see that one or more of their accounts are titled jointly with their children oftentimes in addition to their spouse. The situation is easy to correct but the reasons for correcting it (where such correction is actually needed) are never simple. Thats why I was happy to see Hyman Darling post his cautionary thoughts about the practice on Bacon & Wilson’s Estate Planning Blog.

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