Joint tenancy and your estate plan

Posted by Ravi Gulati | Posted in Financial Planning | Posted on 29-06-2014

Bottom line: JTWROS isn’t an easy substitute for proper succession planning.

The only way to ensure your assets are passed on as you intend and properly protected during your lifetime is proper estate planning and an updated will and Powers of Attorney.

Joint tenancy and your estate plan | AdvisorToClient. – Advisor.ca