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    Estate Planning Flags #10: Adding Adult Children to Financial Accounts

    Estate Planning Flags #10: Adding Adult Children to Financial Accounts

    FromThompson & Associates

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    Estate Planning Flags #10: Adding Adult Children to Financial Accounts

    FromThompson & Associates

    ratings:
    Length:
    17 minutes
    Released:
    Dec 14, 2018
    Format:
    Podcast episode

    Description

    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?
    Released:
    Dec 14, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.