Tag: Joint Accounts

By Matthew A. Ferri, Esq. Estate planning is essential to financial management because it ensures your assets are distributed according to your wishes after you die. Avoiding probate is one common concern among individuals planning their estates. Probate is the legal process through which a court validates a will and oversees the distribution of assets to […]

Using Joint Accounts By Matthew A. Ferri, Esq. Do you own joint accounts or property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants (which includes joint bank accounts) is so pervasive in our society that we never look at its downsides. What Is Joint Tenancy? […]