Category: Joint Accounts

passing the nest egg

Some assets pass through beneficiary designation and that is the only way they can pass. For example, retirement plans like 401(k)’s or IRA’s pass by naming a beneficiary on those accounts. You could name a Trust to be a beneficiary, or you could name individuals, but either way the money will pass based on the […]

avoiding probate

Shouldn’t it be easy if I want to transfer my property to my kids after I am gone? Whatever it may be: a house, savings, stocks and bonds. What does it matter if I use a Trust, will, or anything else? It should just pass to the kids. But passing assets to your children is […]

inheritance

If you lost part of your inheritance because an assets was transferred into joint tenancy, there are only a few ways that you can take action on that type of claim. In this video we describe how to do just that.