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Know how your assets are titled

When I meet with people to discuss estate planning, one of the questions that I always ask is “how do you own your assets”? Are they titled in your name alone or are they jointly owned with someone else? Do the assets have beneficiary designations such as Payable on Death provisions and if so, who is the beneficiary? My inquiries are often times met with a blank stare or sometimes with a definitive answer followed up quickly with “I think.” I’m surprised how many people can’t tell me how they own their property. That is until this week. We […]

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