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Estate Planning › Beneficiaries › Joint Ownership

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Mitchell, Williams, Selig, Gates & Woodyard,...

Why Adding a Child as a Joint Owner May Not Be a Good Idea

Mitchell, Williams, Selig, Gates & Woodyard,... on

Individuals are often interested in ways to transfer their assets at death without having those assets go through a probate proceeding. Those same individuals are also often interested in accomplishing this without having to...more

Lippes Mathias LLP

Estate Planning for Unmarried Couples: Considerations to Make

Lippes Mathias LLP on

There are two ways in which your assets pass upon your death: (1) by operation of law to designated beneficiaries (IRA, life Insurance, etc.), pursuant to an agreement (a living trust agreement) or as joint owners with rights...more

Adler Pollock & Sheehan P.C.

Consider All the Angles of Joint Ownership

Adler Pollock & Sheehan P.C. on

Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages for surviving family members. But this shouldn’t be viewed as a panacea for every estate...more

Chambliss, Bahner & Stophel, P.C.

What Happens to Your Debts When You Die?

Chambliss, Bahner & Stophel, P.C. on

When you die, your debts do not expire with you. Most debt still needs to be paid off, if possible. However, who is responsible for paying the debt depends on the type of debt, and some assets are protected from being used...more

Adler Pollock & Sheehan P.C.

Don’t be afraid of probate

Adler Pollock & Sheehan P.C. on

Probate. The word itself is enough to strike fear into the hearts of elderly individuals and their loved ones. It conjures images of lengthy delays waiting for wealth to be transferred and bitter disputes among family...more

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