5 09, 2017

Estate Planning For the Newly Married

2017-10-03T15:29:27-04:00September 5th, 2017|

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate [...]

1 08, 2017

The Perils of Joint Property

2019-06-02T05:56:27-04:00August 1st, 2017|

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property [...]