Tag: Joint Accounts

We Want to Draft Your Legacy

How to Use Joint Accounts and Beneficiary Designations

January 7, 2021
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
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Can an Inheritance Lead to Trouble for Marriages?

October 23, 2020
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
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Steps to Take When a Loved One Dies

May 25, 2020
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
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