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Death

The danger of avoiding probate through the use of joint accounts

November 1, 2019 by Arnold Machel, CFP® Leave a Comment

Avoiding probate is a topic that regularly comes up in conversations here in my office. Unfortunately, all too often the tail (probate fees) is wagging the dog (estate planning). Proper estate planning takes the cost of probate into consideration and, where it makes sense, proper estate planning will take steps to avoid those costs, but cost savings shouldn’t be the main … [Read more...] about The danger of avoiding probate through the use of joint accounts

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