Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
You may hear about joint tenancy as a probate avoidance strategy. Let's look at joint tenancy and the question of whether or not you should create a joint tenancy with your child. What Is …
[Read more...] about Should I Create a Joint Tenancy With My Child?
Dennis D. Duffy · ·
In most situations, joint ownership is just not a good idea and we’ll discuss that below. But, first, we want to emphasize that joint ownership doesn’t really avoid probate. Joint Ownership May …
[Read more...] about WHY YOU CAN’T USE JOINT OWNERSHIP TO AVOID PROBATE
Dennis D. Duffy · ·
Most states allow you to own some kinds of property in joint tenancy, a legal form of ownership that allows more than one person to own the property at the same time. People who own property in joint …
Dennis D. Duffy · ·
You can determine how your assets are owned by looking at the title of the accounts on financial statements or the title of real estate on the deed. Proper asset ownership is imperative to an estate …
Dennis D. Duffy · ·
Many people hope to avoid the process of probate when creating their estate plan. This is because probate can be extremely expensive and can take a lot of time and effort. In addition, it can take a …
[Read more...] about Designing Your Estate Plan to Avoid Probate
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