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joint ownership

Consider all the angles of joint ownership

November 11, 2021 by Apel Associates

Consider all the angles of joint ownership

Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages for surviving family members. But this shouldn’t be viewed as a panacea for every estate planning concern. You must also be aware of all the implications. 2 types of joint ownership As the name implies, […]

Filed Under: Blog Tagged With: estate planning, joint ownership, Joint tenants with rights of survivorship (JTWROS), Tenancy by the entirety (TBE)

Are you holding a joint title to property with a family member or friend?

May 27, 2021 by Apel Associates

Are you holding a joint title to property with a family member or friend?

Owning assets jointly with one or more of your children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it may produce unintended — and costly — consequences. Joint ownership advantages There are two potential advantages to joint ownership: convenience and probate avoidance. If you hold title to property with a […]

Filed Under: Blog Tagged With: joint ownership, joint title to property

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