Estate Planning – Are My Accounts Set Up Correctly?

Did you know that most of the property you own has an account title? The basic way to determine out how property is titled is by asking these questions:

Who owns the property, and what will happen to it when the owner dies?

As we dive into the types of accounts, take a look at your recent banking, investment, mortgage, and other property statements to see how they align with the following descriptions.

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