Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
The Dangers of Joint Bank Accounts September 24, 2019 by Evan H Farr, CELA, CAP Emily, 67, is seriously thinking about adding her adult daughter, Katie, as joint owner of her bank account. She is considering this because she wants to ensure that Katie would have easy access to her money in case of an … [Read more...]