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Adding Adult Children to Financial Accounts
Thompson & Associates
English - December 14, 2018 00:00 - 16 minutes - 11.6 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets
In this episode, Cayce Powell and Jason Meredith discuss:
• Why would someone add a child to a financial account?
• What are the problems with adding someone as an owner of a financial account?
• What are better options to accomplish the same thing?