January 13, 2022 •
Estate Planning 
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
Read MoreJuly 14, 2021 •
Estate Planning ![]()
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
Read MoreFebruary 19, 2021 •
Estate Planning ![]()
The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.
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