Posts by Laura Adell
The Pitfalls of Adding Adult Children to Title as an Estate Planning Technique
Over the years, I have been asked by many aging parents if they should add their adult children as joint tenants on their homes, bank accounts and/or investment accounts. In almost every instance, I responded with a resounding “no.”
Read MoreEstate Planning for College Students
An estate plan for a college student may seem unnecessary since most college students don’t have many (or any) assets. But an estate plan does not just control the disposition of your assets when you die. A properly drafted estate plan also includes directions related to the management of your health care and finances if…
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