Joint Assets

Continued from our previous blog entry, another great way to keep your assets out of probate is to take advantage of Joint Accounts and Transfer on Death Clauses.  Typically, joint accounts tend to be checking or savings accounts at financial institutions that list two (or more) people as holders of an account.  Upon the death …

Joint Accounts and T.O.D.’s: A Means to Avoid Probate (cont.) Read More »

Couples going in together to purchase a home: a common and important milestone in any relationship.  Unfortunately, the wording for the purchase of that home can have unintended consequences, especially when one in the couple dies. Most couples buy a home believing that the home will simply pass on to the surviving person in the …

Joint Real Estate Property: A Means to Avoid Probate Read More »